Paracle Advisors’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
2021
Q1
$1.29M Buy
2020
Q4
$1.06M Buy
2020
Q3
$867K Hold
2020
Q2
$824K Buy
2020
Q1
$696K Buy
2019
Q4
$839K Buy
2019
Q3
$543K Hold
2019
Q2
$536K Hold
2019
Q1
$522K Buy
2018
Q4
$431K Hold
2018
Q3
$509K Hold
2018
Q2
$481K Hold
2018
Q1
$466K Hold
2017
Q4
$480K Hold
2017
Q3
$451K Hold
2017
Q2
$434K Hold
2017
Q1
$434K Hold
2016
Q4
$419K Hold
2016
Q3
$400K Hold
2016
Q2
$386K Buy
2016
Q1
$368K Buy