Lowe Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Lowe Wealth Advisors’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 Q3	$386	Hold	15	–	–	﹤0.01%	379
2025 Q2	$360	Hold	15	–	–	﹤0.01%	349
2025 Q1	$345	Hold	15	–	–	﹤0.01%	358
2024 Q4	$349	Hold	15	–	–	﹤0.01%	348
2024 Q3	$352	Hold	15	–	–	﹤0.01%	303
2024 Q2	$328	Hold	15	–	–	﹤0.01%	302
2024 Q1	$331	Hold	15	–	–	﹤0.01%	296
2023 Q4	$306	Hold	15	–	–	﹤0.01%	304
2023 Q3	$275	Hold	15	–	–	﹤0.01%	296
2023 Q2	$284	Hold	15	–	–	﹤0.01%	342
2023 Q1	$271	Hold	15	–	–	﹤0.01%	338
2022 Q4	$263	Hold	15	–	–	﹤0.01%	343
2022 Q3	$0	Hold	15	–	–	﹤0.01%	341
2022 Q2	$0	Hold	15	–	–	﹤0.01%	320
2022 Q1	$0	Hold	15	–	–	﹤0.01%	323
2021 Q4	$0	Hold	15	–	–	﹤0.01%	299
2021 Q3	$0	Hold	15	–	–	﹤0.01%	286
2021 Q2	$0	Hold	15	–	–	﹤0.01%	280
2021 Q1	$0	Hold	15	–	–	﹤0.01%	279
2020 Q4	$0	Hold	15	–	–	﹤0.01%	267
2020 Q3	$0	Hold	15	–	–	﹤0.01%	267
2020 Q2	$0	Buy	+15	New	+$173	﹤0.01%	279

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

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Lowe Wealth Advisors's FNDB Position: Q3 2025 in Review

Lowe Wealth Advisors held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q3 2025 at 15 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Lowe Wealth Advisors first reported a position in FNDB in Q2 2020 and has held it in 22 quarters since. 156 funds tracked by Wall St. Rank hold FNDB as of Q3 2025.

Lowe Wealth Advisors held 15 shares of Schwab Fundamental US Broad Market Index ETF worth $386 as of Q3 2025.
Lowe Wealth Advisors left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q3 2025.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #379 holding.
Lowe Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2020 and has held it in 22 quarters since.
156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.