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SeaCrest Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

SeaCrest Wealth Management’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
2026
Q2 		$1.86M Buy
61,133
+1,977
+3% +$58.3K 0.21% 90
2026
Q1 		$1.61M Buy
59,156
+5,468
+10% +$151K 0.17% 106
2025
Q4 		$1.45M Buy
53,688
+10,225
+24% +$267K 0.15% 127
2025
Q3 		$1.12M Buy
43,463
+722
+2% +$17.9K 0.12% 161
2025
Q2 		$1.02M Buy
42,741
+60
+0.1% +$1.36K 0.11% 173
2025
Q1 		$982K Buy
42,681
+60
+0.1% +$1.42K 0.11% 184
2024
Q4 		$991K Sell
42,621
-783
-2% -$18.6K 0.1% 184
2024
Q3 		$1.02M Buy
43,404
+3,390
+8% +$76.5K 0.11% 187
2024
Q2 		$875K Buy
40,014
+225
+0.6% +$4.87K 0.1% 198
2024
Q1 		$879K Sell
39,789
-5,223
-12% -$109K 0.11% 198
2023
Q4 		$908K Sell
45,012
-1,266
-3% -$23.9K 0.11% 185
2023
Q3 		$850K Buy
46,278
+762
+2% +$14.5K 0.11% 198
2023
Q2 		$861K Sell
45,516
-435
-0.9% -$7.91K 0.11% 201
2023
Q1 		$829K Sell
45,951
-3,384
-7% -$61.3K 0.11% 203
2022
Q4 		$865K Buy
49,335
+3,123
+7% +$54.5K 0.12% 188
2022
Q3 		$726K Sell
46,212
-6,435
-12% -$112K 0.11% 202
2022
Q2 		$881K Buy
52,647
+132
+0.3% +$2.4K 0.11% 188
2022
Q1 		$1.01M Buy
52,515
+8,676
+20% +$165K 0.12% 192
2021
Q4 		$848K Buy
43,839
+4,869
+12% +$91.7K 0.09% 216
2021
Q3 		$696K Sell
38,970
-3,420
-8% -$62.3K 0.08% 248
2021
Q2 		$768K Sell
42,390
-2,862
-6% -$51.4K 0.09% 236
2021
Q1 		$774K Sell
45,252
-111
-0.2% -$1.8K 0.1% 213
2020
Q4 		$679K Buy
45,363
+171
+0.4% +$2.38K 0.1% 230
2020
Q3 		$574K Sell
45,192
-8,208
-15% -$105K 0.09% 228
2020
Q2 		$645K Sell
53,400
-1,107
-2% -$12.8K 0.11% 211
2020
Q1 		$558K Buy
54,507
+8,436
+18% +$108K 0.12% 187
2019
Q4 		$647K Sell
46,071
-2,433
-5% -$32.9K 0.11% 220
2019
Q3 		$633K Buy
48,504
+1,722
+4% +$22.2K 0.12% 214
2019
Q2 		$603K Buy
46,782
+3,645
+8% +$46.3K 0.12% 202
2019
Q1 		$541K Buy
43,137
+11,742
+37% +$143K 0.09% 217
2018
Q4 		$350K Buy
31,395
+7,722
+33% +$94.6K 0.07% 284
2018
Q3 		$312K Buy
23,673
+3,345
+16% +$43.4K 0.05% 379
2018
Q2 		$253K Buy
+20,328
New +$252K 0.05% 417

Other funds holding FNDB

SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM