Cedar Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Cedar Wealth Management’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
2024 Q4	–	Sell	-6	Closed	-$141	–	208
2024 Q3	$141	Buy	+6	New	+$135	﹤0.01%	264
2023 Q4	–	Sell	-45	Closed	-$826	–	285
2023 Q3	$826	Buy	+45	New	+$858	﹤0.01%	281
2022 Q4	–	Sell	-5,439	Closed	-$85K	–	315
2022 Q3	$85K	Buy	5,439 +3,249	+148%	+$56.6K	0.04%	132
2022 Q2	$37K	Sell	2,190 -1,131	-34%	-$20.5K	0.02%	182
2022 Q1	$64K	Sell	3,321 -1,041	-24%	-$19.8K	0.03%	168
2021 Q4	$84K	Hold	4,362	–	–	0.03%	153
2021 Q3	$78K	Hold	4,362	–	–	0.03%	140
2021 Q2	$79K	Sell	4,362 -2,706	-38%	-$48.6K	0.04%	148
2021 Q1	$121K	Hold	7,068	–	–	0.06%	116
2020 Q4	$106K	Hold	7,068	–	–	0.06%	108
2020 Q3	$90K	Hold	7,068	–	–	0.06%	109
2020 Q2	$85K	Sell	7,068 -20,925	-75%	-$242K	0.06%	108
2020 Q1	$286K	Buy	+27,993	New	+$360K	0.19%	63

Other funds holding FNDB

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Cedar Wealth Management's FNDB Position: Q4 2024 in Review

Cedar Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2024, closing a stake of 6 shares — an estimated $141 sold.

Cedar Wealth Management first reported a position in FNDB in Q1 2020 and held it in 13 quarters. The position peaked at $286K in Q1 2020. 144 funds tracked by Wall St. Rank hold FNDB as of Q4 2024.

Cedar Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 6 Schwab Fundamental US Broad Market Index ETF shares in Q4 2024, an estimated $141.
Cedar Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2020 and held it in 13 quarters.
Cedar Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $286K in Q1 2020.
144 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.