Pineridge 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 | $168K | Buy |
6,999
+20
| +0.3% | +$480 | 0.06% | 52 |
|
|
2025
Q1 | $161K | Sell |
6,979
-70
| -1% | -$1.61K | 0.06% | 52 |
|
|
2024
Q4 | $164K | Buy |
7,049
+2,423
| +52% | +$56.4K | 0.06% | 61 |
|
|
2024
Q3 | $108K | Buy |
4,626
+1,167
| +34% | +$27.4K | 0.04% | 91 |
|
|
2024
Q2 | $75.6K | Sell |
3,459
-1,647
| -32% | -$36K | 0.03% | 112 |
|
|
2024
Q1 | $113K | Buy |
5,106
+546
| +12% | +$12.1K | 0.04% | 80 |
|
|
2023
Q4 | $92.9K | Buy |
+4,560
| New | +$92.9K | 0.03% | 116 |
|