Mather Group’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 | $633K | Hold |
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|
2025
Q2 | $590K | Hold |
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|
2025
Q1 | $566K | Hold |
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|
2024
Q4 | $572K | Hold |
|
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $575K | Hold |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $530K | Hold |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $550K | Hold |
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|
2022
Q4 | $535K | Hold |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $538K | Sell |
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|
2022
Q1 | $627K | Sell |
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|
2021
Q4 | $661K | Hold |
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|
2021
Q3 | $610K | Sell |
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|
2021
Q2 | $683K | Sell |
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|
2021
Q1 | $762K | Hold |
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|
2020
Q4 | $667K | Hold |
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|
2020
Q3 | $567K | Buy |
|