AG
FNDB icon

AmeriFlex Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

AmeriFlex Group’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
Q3 		– Sell
-168
Closed -$3.99K – 1161
2025
Q2 		$3.99K Hold
168
– – ﹤0.01% 873
2025
Q1 		$3.87K Hold
168
– – ﹤0.01% 1043
2024
Q4 		$4.06K Buy
+168
New +$4K ﹤0.01% 940

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 $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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

AmeriFlex Group's FNDB Position: Q3 2025 in Review

AmeriFlex Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2025, closing a stake of 168 shares — an estimated $3.99K sold.

AmeriFlex Group first reported a position in FNDB in Q4 2024 and held it in 3 quarters. The position peaked at $4.06K in Q4 2024. 156 funds tracked by Wall St. Rank hold FNDB as of Q3 2025.

  • AmeriFlex Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2025 after selling out during the quarter.
  • AmeriFlex Group sold 168 Schwab Fundamental US Broad Market Index ETF shares in Q3 2025, an estimated $3.99K.
  • AmeriFlex Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and held it in 3 quarters.
  • AmeriFlex Group's Schwab Fundamental US Broad Market Index ETF position peaked at $4.06K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.