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Sequoia Financial Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Sequoia Financial Advisors’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,373
Closed -$293K – 1196
2023
Q4 		$293K Buy
+14,373
New +$293K ﹤0.01% 937