Madison Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $333K | Hold |
18,126
| – | – | 0.07% | 126 |
|
|
2023
Q2 | $343K | Hold |
18,126
| – | – | 0.07% | 129 |
|
|
2023
Q1 | $327K | Hold |
18,126
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $318K | Hold |
18,126
| – | – | 0.07% | 124 |
|
|
2022
Q3 | $285K | Hold |
18,126
| – | – | 0.07% | 134 |
|
|
2022
Q2 | $303K | Hold |
18,126
| – | – | 0.07% | 127 |
|
|
2022
Q1 | $349K | Hold |
18,126
| – | – | 0.07% | 127 |
|
|
2021
Q4 | $351K | Hold |
18,126
| – | – | 0.07% | 130 |
|
|
2021
Q3 | $324K | Hold |
18,126
| – | – | 0.07% | 129 |
|
|
2021
Q2 | $329K | Hold |
18,126
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $310K | Hold |
18,126
| – | – | 0.08% | 127 |
|
|
2020
Q4 | $271K | Hold |
18,126
| – | – | 0.07% | 126 |
|
|
2020
Q3 | $230K | Hold |
18,126
| – | – | 0.07% | 124 |
|
|
2020
Q2 | $219K | Buy |
+18,126
| New | +$219K | 0.07% | 118 |
|
|
2020
Q1 | – | Sell |
-18,126
| Closed | -$255K | – | 124 |
|
|
2019
Q4 | $255K | Buy |
+18,126
| New | +$255K | 0.07% | 127 |
|