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Position history for AMERIPRISE FINANCIAL INCAMERIPRISE FINANCIAL INC's holdings in SCHWAB FUNDAMENTAL BROAD MKT

AMERIPRISE FINANCIAL INC holds 91,395 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $2.8M as of 2026-Q2. The position was increased (+4.5% shares). FNDB represents 0.0% of AMERIPRISE FINANCIAL INC's portfolio.

Current Value

$2.8M

Current Shares

91,395

Total Value Change

-$5.3M

Total Shares Change

-22,954

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
91,395
+4.5%
$2.8M0.0%$30.46
27
2026-Q1
Increased
87,475
+0.3%
$2.4M0.0%$28.06
26
2025-Q4
Decreased
87,237
-67.4%
$2.3M0.0%$26.75
0
2025-Q3
Increased
267,613
+2.1%
$6.9M0.0%$25.58
28
2025-Q2
Increased
262,206
+6.2%
$6.3M0.0%$23.67
29
2025-Q1
Decreased
246,827
-30.5%
$5.7M0.0%$22.55
0
2024-Q4
Increased
355,075
+210.5%
$8.3M0.0%$22.83
44
2024-Q3
Increased
114,349
+62.8%
$8M0.0%$22.90
40

Other major holders of FNDB: Steward Partners Investment Advisory, LLC, EP Wealth Advisors, LLC, HighTower Advisors, LLC

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