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

Litman Gregory 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
2025 Q4	$596K	Sell	22,445 -92	-0.4%	-$2.4K	0.04%	91
2025 Q3	$580K	Hold	22,537	–	–	0.04%	91
2025 Q2	$540K	Hold	22,537	–	–	0.04%	91
2025 Q1	$519K	Sell	22,537 -1,565	-6%	-$37.1K	0.04%	85
2024 Q4	$561K	Buy	24,102 +1,566	+7%	+$37.3K	0.05%	78
2024 Q3	$529K	Buy	22,536 +198	+0.9%	+$4.47K	0.04%	85
2024 Q2	$488K	Buy	22,338 +3,660	+20%	+$79.2K	0.04%	85
2024 Q1	$413K	Buy	18,678 +78	+0.4%	+$1.63K	0.04%	96
2023 Q4	$379K	Sell	18,600 -3,210	-15%	-$60.7K	0.04%	96
2023 Q3	$401K	Hold	21,810	–	–	0.04%	90
2023 Q2	$413K	Buy	+21,810	New	+$397K	0.05%	60

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return