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

HB 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
2026 Q1	$1.08M	Buy	39,819 +1,956	+5%	+$54.2K	0.01%	630
2025 Q4	$1.01M	Hold	37,863	–	–	0.01%	622
2025 Q3	$975K	Hold	37,863	–	–	0.01%	614
2025 Q2	$908K	Hold	37,863	–	–	0.01%	558
2025 Q1	$871K	Hold	37,863	–	–	0.01%	579
2024 Q4	$881K	Hold	37,863	–	–	0.01%	438
2024 Q3	$888K	Hold	37,863	–	–	0.01%	424
2024 Q2	$828K	Hold	37,863	–	–	0.01%	408
2024 Q1	$836K	Hold	37,863	–	–	0.01%	384
2023 Q4	$771K	Hold	37,863	–	–	0.01%	362
2023 Q3	$695K	Hold	37,863	–	–	0.01%	357
2023 Q2	$716K	Hold	37,863	–	–	0.01%	348
2023 Q1	$683K	Hold	37,863	–	–	0.01%	351
2022 Q4	$664K	Hold	37,863	–	–	0.01%	340
2022 Q3	$595K	Sell	37,863 -483	-1%	-$8.41K	0.01%	318
2022 Q2	$642K	Hold	38,346	–	–	0.01%	309
2022 Q1	$738K	Buy	38,346 +483	+1%	+$9.2K	0.01%	298
2021 Q4	$733K	Buy	+37,863	New	+$713K	0.01%	265

Other funds holding FNDB

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

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

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 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