WRPWM
FNDB icon

Werba Rubin Papier Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Werba Rubin Papier 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
Q1 		$562K Hold
20,653
– – 0.08% 128
2025
Q4 		$549K Sell
20,653
-3,600
-15% -$94K 0.15% 103
2025
Q3 		$624K Buy
24,253
+7,679
+46% +$191K 0.1% 107
2025
Q2 		$397K Hold
16,574
– – 0.07% 131
2025
Q1 		$381K Hold
16,574
– – 0.08% 119
2024
Q4 		$386K Sell
16,574
-1
-0% -$24 0.09% 119
2024
Q3 		$389K Hold
16,575
– – 0.09% 117
2024
Q2 		$362K Hold
16,575
– – 0.1% 109
2024
Q1 		$366K Hold
16,575
– – 0.11% 92
2023
Q4 		$338K Hold
16,575
– – 0.11% 76
2023
Q3 		$304K Hold
16,575
– – 0.11% 84
2023
Q2 		$313K Buy
16,575
+81
+0.5% +$1.47K 0.11% 82
2023
Q1 		$298K Buy
16,494
+78
+0.5% +$1.41K 0.12% 76
2022
Q4 		$288K Buy
+16,416
New +$286K 0.12% 74

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $586M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return