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Old Mission Capital’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Old Mission Capital’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
-13,197
Closed -$307K – 1028
2024
Q4 		$307K Buy
+13,197
New +$314K ﹤0.01% 754

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

Old Mission Capital's FNDB Position: Q1 2025 in Review

Old Mission Capital sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2025, closing a stake of 13,197 shares — an estimated $307K sold.

Old Mission Capital first reported a position in FNDB in Q4 2024 and held it in 1 quarter. The position peaked at $307K in Q4 2024. 155 funds tracked by Wall St. Rank hold FNDB as of Q1 2025.

  • Old Mission Capital reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 13,197 Schwab Fundamental US Broad Market Index ETF shares in Q1 2025, an estimated $307K.
  • Old Mission Capital first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and held it in 1 quarter.
  • Old Mission Capital's Schwab Fundamental US Broad Market Index ETF position peaked at $307K in Q4 2024.
  • 155 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.