AAS
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$314K Sell
13,114
-7,542
-37% -$181K ﹤0.01% 1874
2025
Q1 		$475K Buy
20,656
+7,378
+56% +$170K ﹤0.01% 1535
2024
Q4 		$309K Buy
+13,278
New +$309K ﹤0.01% 1763