Red Door 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 | $2.23M | Hold |
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|
2025
Q2 | $2.08M | Hold |
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2025
Q1 | $2M | Buy |
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|
2024
Q4 | $2.02M | Hold |
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|
2024
Q3 | $2.03M | Hold |
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|
2024
Q2 | $1.89M | Hold |
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|
2024
Q1 | $1.91M | Hold |
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|
2023
Q4 | $1.77M | Hold |
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|
2023
Q3 | $1.59M | Hold |
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|
2023
Q2 | $1.64M | Hold |
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|
2023
Q1 | $1.56M | Hold |
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|
2022
Q4 | $1.52M | Hold |
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|
2022
Q3 | $1.36M | Hold |
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|
2022
Q2 | $1.45M | Hold |
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|
2022
Q1 | $1.67M | Hold |
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|
2021
Q4 | $1.68M | Hold |
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|
2021
Q3 | $1.55M | Hold |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.56M | Hold |
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|
2020
Q4 | $1.36M | Hold |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $3.08M | Buy |
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