CF
FNDB icon

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

Centaurus Financial’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
2026
Q1 		$106K Sell
3,909
-2,124
-35% -$58.8K 0.01% 1007
2025
Q4 		$160K Buy
6,033
+130
+2% +$3.4K 0.01% 876
2025
Q3 		$152K Hold
5,903
– – 0.01% 887
2025
Q2 		$142K Sell
5,903
-413
-7% -$9.38K 0.01% 843
2025
Q1 		$145K Sell
6,316
-465
-7% -$11K 0.01% 775
2024
Q4 		$158K Buy
6,781
+355
+6% +$8.46K 0.01% 734
2024
Q3 		$151K Sell
6,426
-81
-1% -$1.83K 0.01% 716
2024
Q2 		$142K Buy
+6,507
New +$141K 0.01% 695

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 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
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return