Ameritas Advisory Services’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Ameritas Advisory Services’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	-5,096	Closed	-$131K	–	1347
2025 Q3	$131K	Buy	5,096 +3,959	+348%	+$98.3K	0.01%	749
2025 Q2	$27.3K	Buy	+1,137	New	+$25.8K	﹤0.01%	1602
2023 Q2	–	Sell	-2,250	Closed	-$40.6K	–	1251
2023 Q1	$40.6K	Buy	+2,250	New	+$40.8K	﹤0.01%	1348

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

Ameritas Advisory Services's FNDB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2025, closing a stake of 5,096 shares — an estimated $131K sold.

Ameritas Advisory Services first reported a position in FNDB in Q1 2023 and held it in 3 quarters. The position peaked at $131K in Q3 2025. 161 funds tracked by Wall St. Rank hold FNDB as of Q4 2025.

Ameritas Advisory Services reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 5,096 Schwab Fundamental US Broad Market Index ETF shares in Q4 2025, an estimated $131K.
Ameritas Advisory Services first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Schwab Fundamental US Broad Market Index ETF position peaked at $131K in Q3 2025.
161 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.