S.A. Mason’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 | $169K | Buy |
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|
2025
Q2 | $157K | Buy |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | $152K | Buy |
|
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|
2024
Q3 | $154K | Buy |
|
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $145K | Hold |
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|
2023
Q4 | $133K | Hold |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $118K | Buy |
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|
2022
Q4 | $115K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Buy |
|