Baird Financial Group
FNDB icon

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

Baird Financial 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
Q1 		– Sell
-21,811
Closed -$507K – 1780
2024
Q4 		$507K Buy
21,811
+3,496
+19% +$83.3K ﹤0.01% 1379
2024
Q3 		$430K Buy
18,315
+6,570
+56% +$148K ﹤0.01% 1433
2024
Q2 		$257K Sell
11,745
-2,649
-18% -$57.3K ﹤0.01% 1603
2024
Q1 		$318K Sell
14,394
-555
-4% -$11.6K ﹤0.01% 1534
2023
Q4 		$304K Buy
14,949
+2,007
+16% +$38K ﹤0.01% 1511
2023
Q3 		$238K Buy
+12,942
New +$247K ﹤0.01% 1574

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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

Baird Financial Group's FNDB Position: Q1 2025 in Review

Baird Financial Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2025, closing a stake of 21,811 shares — an estimated $507K sold.

Baird Financial Group first reported a position in FNDB in Q3 2023 and held it in 6 quarters. The position peaked at $507K in Q4 2024. 155 funds tracked by Wall St. Rank hold FNDB as of Q1 2025.

  • Baird Financial Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 21,811 Schwab Fundamental US Broad Market Index ETF shares in Q1 2025, an estimated $507K.
  • Baird Financial Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2023 and held it in 6 quarters.
  • Baird Financial Group's Schwab Fundamental US Broad Market Index ETF position peaked at $507K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.