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

AE 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
-1,110
Closed -$28.6K – 2491
2025
Q3 		$28.6K Buy
+1,110
New +$27.6K ﹤0.01% 1827

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

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

AE Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2025, closing a stake of 1,110 shares — an estimated $28.6K sold.

AE Wealth Management first reported a position in FNDB in Q3 2025 and held it in 1 quarter. The position peaked at $28.6K in Q3 2025. 161 funds tracked by Wall St. Rank hold FNDB as of Q4 2025.

  • AE Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,110 Schwab Fundamental US Broad Market Index ETF shares in Q4 2025, an estimated $28.6K.
  • AE Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2025 and held it in 1 quarter.
  • AE Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $28.6K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.