TCM
TruNorth Capital Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Hold |
8,433
| – | – | 0.04% | 88 |
|
2025
Q1 | $194K | Hold |
8,433
| – | – | 0.05% | 103 |
|
2024
Q4 | $196K | Buy |
8,433
+5,622
| +200% | +$131K | 0.05% | 70 |
|
2024
Q3 | $198K | Hold |
2,811
| – | – | 0.06% | 66 |
|
2024
Q2 | $184K | Hold |
2,811
| – | – | 0.06% | 66 |
|
2024
Q1 | $186K | Buy |
+2,811
| New | +$186K | 0.06% | 63 |
|