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

Medallion 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 		– Sell
-264
Closed -$6.41K – 1113
2025
Q2 		$6.41K Hold
264
– – ﹤0.01% 800
2025
Q1 		$6.08K Hold
264
– – ﹤0.01% 756
2024
Q4 		$6.14K Buy
+264
New +$6.29K ﹤0.01% 727

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
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
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

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

Medallion Wealth Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2025, closing a stake of 264 shares — an estimated $6.41K sold.

Medallion Wealth Advisors first reported a position in FNDB in Q4 2024 and held it in 3 quarters. The position peaked at $6.41K in Q2 2025. 156 funds tracked by Wall St. Rank hold FNDB as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 264 Schwab Fundamental US Broad Market Index ETF shares in Q3 2025, an estimated $6.41K.
  • Medallion Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and held it in 3 quarters.
  • Medallion Wealth Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $6.41K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.