Opes Wealth 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 | $18.6M | Buy |
|
|||||
|
2025
Q2 | $16.8M | Buy |
|
|||||
|
2025
Q1 | $14.6M | Buy |
|
|||||
|
2024
Q4 | $12.1M | Buy |
|
|||||
|
2024
Q3 | $12M | Buy |
|
|||||
|
2024
Q2 | $11.1M | Buy |
|
|||||
|
2024
Q1 | $11.2M | Buy |
|
|||||
|
2023
Q4 | $10.1M | Buy |
|
|||||
|
2023
Q3 | $9.08M | Buy |
|
|||||
|
2023
Q2 | $9.06M | Buy |
|
|||||
|
2023
Q1 | $8.25M | Buy |
|
|||||
|
2022
Q4 | $7.71M | Buy |
|
|||||
|
2022
Q3 | $6.85M | Buy |
|
|||||
|
2022
Q2 | $7.19M | Buy |
|
|||||
|
2022
Q1 | $8.16M | Buy |
|
|||||
|
2021
Q4 | $7.66M | Sell |
|
|||||
|
2021
Q3 | $7.32M | Sell |
|
|||||
|
2021
Q2 | $8.44M | Sell |
|
|||||
|
2021
Q1 | $8.12M | Sell |
|
|||||
|
2020
Q4 | $7.35M | Buy |
|
|||||
|
2020
Q3 | $5.87M | Buy |
|
|||||
|
2020
Q2 | $3.65M | Sell |
|
|||||
|
2020
Q1 | $9.5M | Buy |
|
|||||
|
2019
Q4 | $12.7M | Sell |
|
|||||
|
2019
Q3 | $12M | Sell |
|
|||||
|
2019
Q2 | $11.9M | Sell |
|
|||||
|
2019
Q1 | $11.7M | Buy |
|