Steward Partners Investment Advisory’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 | $171K | Buy |
7,125
+3,657
| +105% | +$87.7K | ﹤0.01% | 1832 |
|
|
2025
Q1 | $79.8K | Hold |
3,468
| – | – | ﹤0.01% | 2145 |
|
|
2024
Q4 | $80.7K | Hold |
3,468
| – | – | ﹤0.01% | 2089 |
|
|
2024
Q3 | $81.3K | Hold |
3,468
| – | – | ﹤0.01% | 1984 |
|
|
2024
Q2 | $75.8K | Buy |
+3,468
| New | +$75.8K | ﹤0.01% | 1909 |
|
|
2021
Q2 | – | Sell |
-10,053
| Closed | -$172K | – | 7193 |
|
|
2021
Q1 | $172K | Buy |
+10,053
| New | +$172K | ﹤0.01% | 1366 |
|