GRP
FNDB icon

Global Retirement Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Global Retirement Partners’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
Q2 		– Sell
-14,730
Closed -$325K – 3579
2024
Q1 		$325K Hold
14,730
– – 0.01% 635
2023
Q4 		$296K Hold
14,730
– – 0.01% 614
2023
Q3 		$266K Hold
14,730
– – 0.01% 579
2023
Q2 		$279K Hold
14,730
– – 0.01% 588
2023
Q1 		$263K Hold
14,730
– – 0.01% 578
2022
Q4 		$258K Hold
14,730
– – 0.02% 521
2022
Q3 		$258K Hold
14,730
– – 0.02% 499
2022
Q2 		$247K Hold
14,730
– – 0.02% 507
2022
Q1 		$262K Buy
+14,730
New +$280K 0.02% 497

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's FNDB Position: Q2 2024 in Review

Global Retirement Partners sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2024, closing a stake of 14,730 shares — an estimated $325K sold.

Global Retirement Partners first reported a position in FNDB in Q1 2022 and held it in 9 quarters. The position peaked at $325K in Q1 2024. 133 funds tracked by Wall St. Rank hold FNDB as of Q2 2024.

  • Global Retirement Partners reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 14,730 Schwab Fundamental US Broad Market Index ETF shares in Q2 2024, an estimated $325K.
  • Global Retirement Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2022 and held it in 9 quarters.
  • Global Retirement Partners's Schwab Fundamental US Broad Market Index ETF position peaked at $325K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.