49 Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

49 Wealth Management’s Portfolio FNDB Stock Details FNDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,557	Closed	-$220K	–	206
2025 Q3	$220K	Sell	8,557 -267	-3%	-$6.63K	0.02%	175
2025 Q2	$212K	Buy	8,824 +38	+0.4%	+$863	0.02%	166
2025 Q1	$202K	Sell	8,786 -196	-2%	-$4.64K	0.02%	175
2024 Q4	$209K	Sell	8,982 -186	-2%	-$4.43K	0.03%	156
2024 Q3	$215K	Sell	9,168 -1,731	-16%	-$39.1K	0.04%	152
2024 Q2	$238K	Sell	10,899 -855	-7%	-$18.5K	0.05%	129
2024 Q1	$259K	Sell	11,754 -651	-5%	-$13.6K	0.06%	95
2023 Q4	$253K	Buy	+12,405	New	+$235K	0.07%	94

Other funds holding FNDB

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

49 Wealth Management's FNDB Position: Q4 2025 in Review

49 Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2025, closing a stake of 8,557 shares — an estimated $220K sold.

49 Wealth Management first reported a position in FNDB in Q4 2023 and held it in 8 quarters. The position peaked at $259K in Q1 2024. 161 funds tracked by Wall St. Rank hold FNDB as of Q4 2025.

49 Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2025 after selling out during the quarter.
49 Wealth Management sold 8,557 Schwab Fundamental US Broad Market Index ETF shares in Q4 2025, an estimated $220K.
49 Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and held it in 8 quarters.
49 Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $259K in Q1 2024.
161 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.