Valley National Advisers’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
Q3 | $159K | Hold |
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|
2025
Q2 | $148K | Sell |
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|
2025
Q1 | $184K | Buy |
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|
2024
Q4 | $145K | Sell |
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|
2024
Q3 | $166K | Sell |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $479K | Hold |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $444K | Sell |
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|
2021
Q2 | $470K | Hold |
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|
2021
Q1 | $443K | Hold |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $361K | Sell |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $482K | Sell |
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|
2019
Q4 | $713K | Hold |
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|
2019
Q3 | $662K | Sell |
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|
2019
Q2 | $656K | Sell |
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|
2019
Q1 | $763K | Sell |
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|
2018
Q4 | $688K | Buy |
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|
2018
Q3 | $546K | Sell |
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|
2018
Q2 | $529K | Sell |
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|
2018
Q1 | $513K | Sell |
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|
2017
Q4 | $548K | Sell |
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|
2017
Q3 | $517K | Sell |
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|
2017
Q2 | $499K | Sell |
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|
2017
Q1 | $522K | Sell |
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|
2016
Q4 | $506K | Buy |
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|
2016
Q3 | $438K | Sell |
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|
2016
Q2 | $460K | Buy |
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|
2016
Q1 | $444K | Sell |
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|
2015
Q4 | $449K | Sell |
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|
2015
Q3 | $492K | Buy |
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|
2015
Q2 | $519K | Buy |
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|
2015
Q1 | $524K | Buy |
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