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Prime Capital Investment Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Prime Capital Investment 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
Q2 		– Sell
-11,536
Closed -$265K – 1018
2025
Q1 		$265K Buy
+11,536
New +$273K ﹤0.01% 876

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
AC
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prime Capital Investment Advisors's FNDB Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2025, closing a stake of 11,536 shares — an estimated $265K sold.

Prime Capital Investment Advisors first reported a position in FNDB in Q1 2025 and held it in 1 quarter. The position peaked at $265K in Q1 2025. 156 funds tracked by Wall St. Rank hold FNDB as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 11,536 Schwab Fundamental US Broad Market Index ETF shares in Q2 2025, an estimated $265K.
  • Prime Capital Investment Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $265K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.