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

Pineridge 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	$174K	Sell	6,765 -234	-3%	-$5.81K	0.05%	57
2025 Q2	$168K	Buy	6,999 +20	+0.3%	+$454	0.06%	52
2025 Q1	$161K	Sell	6,979 -70	-1%	-$1.66K	0.06%	52
2024 Q4	$164K	Buy	7,049 +2,423	+52%	+$57.7K	0.06%	61
2024 Q3	$108K	Buy	4,626 +1,167	+34%	+$26.3K	0.04%	91
2024 Q2	$75.6K	Sell	3,459 -1,647	-32%	-$35.6K	0.03%	112
2024 Q1	$113K	Buy	5,106 +546	+12%	+$11.4K	0.04%	80
2023 Q4	$92.9K	Buy	+4,560	New	+$86.3K	0.03%	116

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

Pineridge Advisors's FNDB Position: Q3 2025 in Review

Pineridge Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 3.3% in Q3 2025, selling an estimated $5.81K and leaving 6,765 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #57.

Pineridge Advisors first reported a position in FNDB in Q4 2023 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold FNDB as of Q3 2025.

Pineridge Advisors held 6,765 shares of Schwab Fundamental US Broad Market Index ETF worth $174K as of Q3 2025.
Pineridge Advisors sold 234 Schwab Fundamental US Broad Market Index ETF shares in Q3 2025, an estimated $5.81K.
Schwab Fundamental US Broad Market Index ETF made up 0.05% of Pineridge Advisors's portfolio in Q3 2025, its #57 holding.
Pineridge Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and has held it in 8 quarters since.
156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.