Steward Partners Investment Advisory’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Steward Partners Investment Advisory’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 Q3	$271K	Buy
2025 Q2	$171K	Buy
2025 Q1	$79.8K	Hold
2024 Q4	$80.7K	Hold
2024 Q3	$81.3K	Hold
2024 Q2	$75.8K	Buy
2021 Q2	–	Sell
2021 Q1	$172K	Buy