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Householder Group Estate & Retirement Specialist’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-678
Closed -$15K – 767
2024
Q3 		$15K Hold
678
– – ﹤0.01% 747
2024
Q2 		$14K Hold
678
– – ﹤0.01% 744
2024
Q1 		$15K Hold
678
– – ﹤0.01% 725
2023
Q4 		$13K Hold
678
– – ﹤0.01% 706
2023
Q3 		$12.5K Buy
+678
New +$12.9K ﹤0.01% 738

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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 $103B AUM 28.65% 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 $44.6B AUM 28.94% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FNDB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2024, closing a stake of 678 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in FNDB in Q3 2023 and held it in 5 quarters. The position peaked at $15K in Q3 2024. 145 funds tracked by Wall St. Rank hold FNDB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 678 Schwab Fundamental US Broad Market Index ETF shares in Q4 2024, an estimated $15K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab Fundamental US Broad Market Index ETF position peaked at $15K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.