WAG
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Winthrop Advisory Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Winthrop Advisory Group’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 		$254K Buy
9,347
+87
+0.9% +$2.41K 0.02% 165
2025
Q4 		$246K Buy
9,260
+58
+0.6% +$1.51K 0.02% 161
2025
Q3 		$237K Buy
9,202
+59
+0.6% +$1.47K 0.02% 160
2025
Q2 		$219K Buy
9,143
+51
+0.6% +$1.16K 0.02% 163
2025
Q1 		$209K Buy
+9,092
New +$215K 0.03% 146
2024
Q4 		– Sell
-8,985
Closed -$211K – 162
2024
Q3 		$211K Buy
+8,985
New +$203K 0.03% 143

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 $609M 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