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Zimmermann Investment Management & Planning’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-9,714
Closed -$228K – 42
2024
Q3 		$228K Buy
9,714
+18
+0.2% +$406 0.07% 136
2024
Q2 		$212K Sell
9,696
-3,771
-28% -$81.6K 0.07% 128
2024
Q1 		$297K Sell
13,467
-1,731
-11% -$36.2K 0.11% 111
2023
Q4 		$310K Buy
+15,198
New +$287K 0.13% 93

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zimmermann Investment Management & Planning's FNDB Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2024, closing a stake of 9,714 shares — an estimated $228K sold.

Zimmermann Investment Management & Planning first reported a position in FNDB in Q4 2023 and held it in 4 quarters. The position peaked at $310K in Q4 2023. 145 funds tracked by Wall St. Rank hold FNDB as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 9,714 Schwab Fundamental US Broad Market Index ETF shares in Q4 2024, an estimated $228K.
  • Zimmermann Investment Management & Planning first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Schwab Fundamental US Broad Market Index ETF position peaked at $310K in Q4 2023.
  • 145 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.