KHC
FNDB icon

Koesten Hirschmann & Crabtree’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Koesten Hirschmann & Crabtree’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 		$205K Hold
7,530
– – 0.1% 41
2025
Q4 		$200K Hold
7,530
– – 0.1% 42
2025
Q3 		$194K Hold
7,530
– – 0.09% 40
2025
Q2 		$181K Hold
7,530
– – 0.09% 39
2025
Q1 		$173K Hold
7,530
– – 0.1% 36
2024
Q4 		$175K Hold
7,530
– – 0.1% 36
2024
Q3 		$177K Hold
7,530
– – 0.1% 34
2024
Q2 		$166K Hold
7,530
– – 0.11% 35
2024
Q1 		$166K Hold
7,530
– – 0.11% 35
2023
Q4 		$153K Hold
7,530
– – 0.11% 31
2023
Q3 		$138K Hold
7,530
– – 0.11% 31
2023
Q2 		$142K Hold
7,530
– – 0.11% 32
2023
Q1 		$136K Hold
7,530
– – 0.1% 32
2022
Q4 		$132K Buy
+7,530
New +$131K 0.11% 31

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 $609M 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