SS
FNDB icon

Sound Stewardship’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Sound Stewardship’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 		$19.8M Buy
649,548
+9,111
+1% +$269K 8.16% 2
2026
Q1 		$17.4M Buy
640,437
+5,416
+0.9% +$150K 7.98% 2
2025
Q4 		$16.9M Buy
635,021
+1,197
+0.2% +$31.3K 8.09% 2
2025
Q3 		$16.3M Buy
633,824
+17,311
+3% +$430K 7.83% 2
2025
Q2 		$14.8M Buy
616,513
+44,389
+8% +$1.01M 7.63% 2
2025
Q1 		$13.2M Sell
572,124
-10,449
-2% -$247K 7.5% 2
2024
Q4 		$13.6M Sell
582,573
-11,904
-2% -$284K 8.05% 2
2024
Q3 		$13.9M Buy
594,477
+6,453
+1% +$146K 7.83% 2
2024
Q2 		$12.9M Buy
588,024
+1,020
+0.2% +$22.1K 7.81% 2
2024
Q1 		$13M Buy
587,004
+3,507
+0.6% +$73.3K 7.86% 2
2023
Q4 		$11.9M Buy
583,497
+12,672
+2% +$240K 7.87% 1
2023
Q3 		$10.5M Buy
570,825
+3,621
+0.6% +$69K 7.04% 1
2023
Q2 		$10.7M Sell
567,204
-3,696
-0.6% -$67.2K 7.06% 1
2023
Q1 		$10.3M Buy
570,900
+14,220
+3% +$258K 6.93% 1
2022
Q4 		$9.76M Buy
+556,680
New +$9.71M 7.22% 1

Other funds holding FNDB

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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 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