Werba Rubin Papier Wealth Management’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 | $397K | Hold |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $389K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $366K | Hold |
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|
2023
Q4 | $338K | Hold |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $288K | Buy |
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