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Aptus Capital Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Aptus Capital Advisors’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
Q2 		– Sell
-5,698
Closed -$131K – 1547
2025
Q1 		$131K Sell
5,698
-191
-3% -$4.52K ﹤0.01% 968
2024
Q4 		$137K Buy
+5,889
New +$140K ﹤0.01% 956

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aptus Capital Advisors's FNDB Position: Q2 2025 in Review

Aptus Capital Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2025, closing a stake of 5,698 shares — an estimated $131K sold.

Aptus Capital Advisors first reported a position in FNDB in Q4 2024 and held it in 2 quarters. The position peaked at $137K in Q4 2024. 156 funds tracked by Wall St. Rank hold FNDB as of Q2 2025.

  • Aptus Capital Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 5,698 Schwab Fundamental US Broad Market Index ETF shares in Q2 2025, an estimated $131K.
  • Aptus Capital Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and held it in 2 quarters.
  • Aptus Capital Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $137K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2025.

Based on Aptus Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.