Prudential Financial’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Prudential Financial’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	-19,596	Closed	-$460K	–	2413
2024 Q3	$460K	Buy	19,596 +2,289	+13%	+$51.7K	﹤0.01%	2253
2024 Q2	$378K	Sell	17,307 -5,640	-25%	-$122K	﹤0.01%	2285
2024 Q1	$507K	Buy	22,947 +3,414	+17%	+$71.3K	﹤0.01%	2168
2023 Q4	$398K	Buy	19,533 +1,926	+11%	+$36.4K	﹤0.01%	2223
2023 Q3	$323K	Buy	17,607 +273	+2%	+$5.2K	﹤0.01%	2237
2023 Q2	$328K	Sell	17,334 -27,165	-61%	-$494K	﹤0.01%	2270
2023 Q1	$803K	Buy	44,499 +8,127	+22%	+$147K	﹤0.01%	1850
2022 Q4	$638K	Buy	+36,372	New	+$634K	﹤0.01%	1910

Other funds holding FNDB

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Prudential Financial's FNDB Position: Q4 2024 in Review

Prudential Financial sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2024, closing a stake of 19,596 shares — an estimated $460K sold.

Prudential Financial first reported a position in FNDB in Q4 2022 and held it in 8 quarters. The position peaked at $803K in Q1 2023. 144 funds tracked by Wall St. Rank hold FNDB as of Q4 2024.

Prudential Financial reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 19,596 Schwab Fundamental US Broad Market Index ETF shares in Q4 2024, an estimated $460K.
Prudential Financial first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and held it in 8 quarters.
Prudential Financial's Schwab Fundamental US Broad Market Index ETF position peaked at $803K in Q1 2023.
144 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.