Mercer Global Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
8,876
-602
| -6% | -$14.4K | ﹤0.01% | 2019 |
|
|
2025
Q1 | $218K | Hold |
9,478
| – | – | ﹤0.01% | 1915 |
|
|
2024
Q4 | $220K | Sell |
9,478
-22,727
| -71% | -$529K | ﹤0.01% | 1921 |
|
|
2024
Q3 | $250K | Buy |
32,205
+19,950
| +163% | +$155K | ﹤0.01% | 1691 |
|
|
2024
Q2 | $268K | Sell |
12,255
-3
| -0% | -$66 | ﹤0.01% | 1636 |
|
|
2024
Q1 | $271K | Buy |
12,258
+9
| +0.1% | +$199 | ﹤0.01% | 1625 |
|
|
2023
Q4 | $249K | Buy |
12,249
+3
| +0% | +$61 | ﹤0.01% | 1725 |
|
|
2023
Q3 | $225K | Hold |
12,246
| – | – | ﹤0.01% | 1706 |
|
|
2023
Q2 | $232K | Sell |
12,246
-3,888
| -24% | -$73.7K | ﹤0.01% | 1657 |
|
|
2023
Q1 | $262K | Buy |
+16,134
| New | +$262K | ﹤0.01% | 1585 |
|