Main Street Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Main Street Group’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 Q2	–	Sell	-177	Closed	-$4.06K	–	800
2025 Q1	$4.06K	Buy	+177	New	+$4.19K	﹤0.01%	622
2024 Q3	–	Sell	-801	Closed	-$17.5K	–	816
2024 Q2	$17.5K	Sell	801 -174	-18%	-$3.76K	0.01%	429
2024 Q1	$21.4K	Buy	975 +3	+0.3%	+$63	0.01%	423
2023 Q4	$19.8K	Buy	+972	New	+$18.4K	0.01%	639

Other funds holding FNDB

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

OWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 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

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

Main Street Group's FNDB Position: Q2 2025 in Review

Main Street Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2025, closing a stake of 177 shares — an estimated $4.06K sold.

Main Street Group first reported a position in FNDB in Q4 2023 and held it in 4 quarters. The position peaked at $21.4K in Q1 2024. 156 funds tracked by Wall St. Rank hold FNDB as of Q2 2025.

Main Street Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2025 after selling out during the quarter.
Main Street Group sold 177 Schwab Fundamental US Broad Market Index ETF shares in Q2 2025, an estimated $4.06K.
Main Street Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and held it in 4 quarters.
Main Street Group's Schwab Fundamental US Broad Market Index ETF position peaked at $21.4K in Q1 2024.
156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2025.

Based on Main Street Group's 13F filing for Q2 2025, filed 15 Jul 2025.