Cetera Investment Advisers
FNDB icon

Cetera Investment Advisers’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Cetera Investment Advisers’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 		$1.46M Buy
53,529
+7,920
+17% +$219K ﹤0.01% 2565
2025
Q4 		$1.21M Buy
45,609
+4,149
+10% +$108K ﹤0.01% 2659
2025
Q3 		$1.07M Buy
41,460
+15,350
+59% +$381K ﹤0.01% 2714
2025
Q2 		$626K Buy
26,110
+9,882
+61% +$225K ﹤0.01% 2780
2025
Q1 		$373K Buy
+16,228
New +$384K ﹤0.01% 3092
2022
Q2 		– Sell
-10,605
Closed -$204K – 1868
2022
Q1 		$204K Sell
10,605
-519
-5% -$9.88K ﹤0.01% 1703
2021
Q4 		$215K Buy
+11,124
New +$209K ﹤0.01% 1691

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 $586M 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