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Lee, Danner & Bass’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,352
Closed -$31.4K – 385
2024
Q4 		$31.4K Buy
+1,352
New +$32.2K ﹤0.01% 404

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
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
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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

Lee, Danner & Bass's FNDB Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2025, closing a stake of 1,352 shares — an estimated $31.4K sold.

Lee, Danner & Bass first reported a position in FNDB in Q4 2024 and held it in 1 quarter. The position peaked at $31.4K in Q4 2024. 155 funds tracked by Wall St. Rank hold FNDB as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,352 Schwab Fundamental US Broad Market Index ETF shares in Q1 2025, an estimated $31.4K.
  • Lee, Danner & Bass first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab Fundamental US Broad Market Index ETF position peaked at $31.4K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.