GI
FNDB icon

Gradient Investments’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Gradient Investments’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
Q3 		– Sell
-30
Closed -$656 – 670
2024
Q2 		$656 Buy
+30
New +$649 ﹤0.01% 1152

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
Cambridge Investment Research Advisors
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

Gradient Investments's FNDB Position: Q3 2024 in Review

Gradient Investments sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2024, closing a stake of 30 shares — an estimated $656 sold.

Gradient Investments first reported a position in FNDB in Q2 2024 and held it in 1 quarter. The position peaked at $656 in Q2 2024. 138 funds tracked by Wall St. Rank hold FNDB as of Q3 2024.

  • Gradient Investments reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 30 Schwab Fundamental US Broad Market Index ETF shares in Q3 2024, an estimated $656.
  • Gradient Investments first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's Schwab Fundamental US Broad Market Index ETF position peaked at $656 in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.