Stifel Financial’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 | $380K | Buy |
15,854
+1,265
| +9% | +$30.3K | ﹤0.01% | 2925 |
|
|
2025
Q1 | $336K | Sell |
14,589
-26
| -0.2% | -$598 | ﹤0.01% | 2912 |
|
|
2024
Q4 | $340K | Sell |
14,615
-70
| -0.5% | -$1.63K | ﹤0.01% | 2899 |
|
|
2024
Q3 | $344K | Buy |
14,685
+2,838
| +24% | +$66.6K | ﹤0.01% | 2887 |
|
|
2024
Q2 | $259K | Buy |
11,847
+1,647
| +16% | +$36K | ﹤0.01% | 2986 |
|
|
2024
Q1 | $225K | Sell |
10,200
-2,145
| -17% | -$47.4K | ﹤0.01% | 3046 |
|
|
2023
Q4 | $251K | Buy |
+12,345
| New | +$251K | ﹤0.01% | 2947 |
|