Resonant Capital 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 | $2.36M | Buy |
98,247
+9,757
| +11% | +$234K | 0.15% | 107 |
|
|
2025
Q1 | $2.04M | Buy |
88,490
+4,345
| +5% | +$100K | 0.14% | 109 |
|
|
2024
Q4 | $1.96M | Buy |
84,145
+1,951
| +2% | +$45.4K | 0.14% | 110 |
|
|
2024
Q3 | $1.93M | Sell |
82,194
-1,407
| -2% | -$33K | 0.14% | 115 |
|
|
2024
Q2 | $1.84M | Sell |
83,601
-711
| -0.8% | -$15.6K | 0.15% | 111 |
|
|
2024
Q1 | $1.86M | Hold |
84,312
| – | – | 0.16% | 112 |
|
|
2023
Q4 | $1.72M | Buy |
84,312
+486
| +0.6% | +$9.9K | 0.17% | 114 |
|
|
2023
Q3 | $1.54M | Sell |
83,826
-3,540
| -4% | -$65K | 0.16% | 108 |
|
|
2023
Q2 | $1.65M | Buy |
87,366
+2,985
| +4% | +$56.5K | 0.18% | 105 |
|
|
2023
Q1 | $1.52M | Buy |
84,381
+675
| +0.8% | +$12.2K | 0.17% | 107 |
|
|
2022
Q4 | $1.47M | Buy |
+83,706
| New | +$1.47M | 0.18% | 107 |
|