Sage Financial Management Group’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 | $273K | Hold |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $403K | Hold |
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|
2024
Q4 | $408K | Hold |
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|
2024
Q3 | $411K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $540K | Sell |
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|
2022
Q4 | $568K | Hold |
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|
2022
Q3 | $509K | Hold |
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|
2022
Q2 | $542K | Sell |
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|
2022
Q1 | $679K | Buy |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $715K | Hold |
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|
2021
Q1 | $674K | Buy |
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