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Planned Solutions’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-4,605
Closed -$108K – 291
2024
Q3 		$108K Buy
+4,605
New +$104K 0.04% 191
2024
Q1 		– Sell
-4,605
Closed -$93.8K – 248
2023
Q4 		$93.8K Buy
+4,605
New +$87.1K 0.04% 195
2021
Q1 		– Sell
-4,947
Closed -$74K – 183
2020
Q4 		$74K Hold
4,947
– – 0.06% 140
2020
Q3 		$63K Buy
+4,947
New +$63.1K 0.06% 120

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
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Planned Solutions's FNDB Position: Q4 2024 in Review

Planned Solutions sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2024, closing a stake of 4,605 shares — an estimated $108K sold.

Planned Solutions first reported a position in FNDB in Q3 2020 and held it in 4 quarters. The position peaked at $108K in Q3 2024. 144 funds tracked by Wall St. Rank hold FNDB as of Q4 2024.

  • Planned Solutions reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 4,605 Schwab Fundamental US Broad Market Index ETF shares in Q4 2024, an estimated $108K.
  • Planned Solutions first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Schwab Fundamental US Broad Market Index ETF position peaked at $108K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.