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

Avantax 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
Q2 		$314K Sell
13,114
-7,542
-37% -$171K ﹤0.01% 1874
2025
Q1 		$475K Buy
20,656
+7,378
+56% +$175K ﹤0.01% 1535
2024
Q4 		$309K Buy
+13,278
New +$316K ﹤0.01% 1763

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

Avantax Advisory Services's FNDB Position: Q2 2025 in Review

Avantax Advisory Services reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 37% in Q2 2025, selling an estimated $171K and leaving 13,114 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Avantax Advisory Services first reported a position in FNDB in Q4 2024 and has held it in 3 quarters since. The position peaked at $475K in Q1 2025. 156 funds tracked by Wall St. Rank hold FNDB as of Q2 2025.

  • Avantax Advisory Services held 13,114 shares of Schwab Fundamental US Broad Market Index ETF worth $314K as of Q2 2025.
  • Avantax Advisory Services sold 7,542 Schwab Fundamental US Broad Market Index ETF shares in Q2 2025, an estimated $171K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1874 holding.
  • Avantax Advisory Services first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Schwab Fundamental US Broad Market Index ETF position peaked at $475K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.