Rockefeller Capital Management
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Rockefeller Capital Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Rockefeller Capital Management’s Portfolio FNDB Stock Details FNDB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$120K Buy
2023
Q1 		– Sell
2022
Q4 		$128K Buy
2022
Q3 		$77K Buy
2022
Q2 		$79K Buy
2022
Q1 		$89K Hold
2021
Q4 		$89K Hold
2021
Q3 		$83K Hold
2021
Q2 		$84K Buy