Mission 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
2024
Q2
Sell
-14,481
Closed -$320K 634
2024
Q1
$320K Buy
+14,481
New +$320K 0.01% 504
2019
Q2
Sell
-21,000
Closed -$263K 323
2019
Q1
$263K Buy
+21,000
New +$263K 0.03% 252