MAI Capital Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.23M | Hold |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $776K | Sell |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $752K | Sell |
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|
2023
Q1 | $725K | Buy |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $671K | Buy |
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|
2022
Q1 | $771K | Buy |
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|
2021
Q4 | $774K | Buy |
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