SFMG Wealth Advisors’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
Q2 | $671K | Hold |
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|
2025
Q1 | $644K | Hold |
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|
2024
Q4 | $651K | Hold |
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|
2024
Q3 | $657K | Sell |
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|
2024
Q2 | $617K | Hold |
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|
2024
Q1 | $623K | Hold |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $609K | Hold |
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|
2023
Q2 | $628K | Hold |
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|
2023
Q1 | $599K | Hold |
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|
2022
Q4 | $582K | Hold |
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|
2022
Q3 | $528K | Sell |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $639K | Hold |
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|
2021
Q4 | $642K | Hold |
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|
2021
Q3 | $592K | Sell |
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|
2021
Q2 | $619K | Hold |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $585K | Hold |
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|
2020
Q3 | $496K | Hold |
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|
2020
Q2 | $472K | Sell |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $984K | Sell |
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|
2019
Q3 | $935K | Sell |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $974K | Hold |
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|
2018
Q4 | $867K | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $43.1M | Buy |
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|
2017
Q3 | $39.6M | Buy |
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|
2017
Q2 | $37.5M | Buy |
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|
2017
Q1 | $36.3M | Buy |
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|
2016
Q4 | $33.7M | Buy |
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|
2016
Q3 | $29.7M | Buy |
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|
2016
Q2 | $26.3M | Buy |
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|
2016
Q1 | $24.4M | Sell |
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|
2015
Q4 | $26.3M | Sell |
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|
2015
Q3 | $27.5M | Sell |
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|
2015
Q2 | $30.7M | Sell |
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|
2015
Q1 | $85.9M | Buy |
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|
2014
Q4 | $28.7M | Buy |
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|
2014
Q3 | $25.4M | Buy |
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