Zimmermann Investment Management & Planning’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio FNDB Stock Details FNDB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$228K	Buy
2024 Q2	$212K	Sell
2024 Q1	$297K	Sell
2023 Q4	$310K	Buy