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FNDBFNDB
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SCHWAB FUNDAMENTAL BROAD MKT

LPL Financial LLC holds 104,739 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $3.2M as of 2026-Q2. The position was increased (+0.3% shares). FNDB represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$3.2M

Current Shares

104,739

Total Value Change

+$2.9M

Total Shares Change

+94,741

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
104,739
+0.3%
$3.2M0.0%$30.46
26
2026-Q1
Increased
104,473
+0.7%
$2.8M0.0%$28.06
26
2025-Q4
Decreased
103,728
-2.3%
$2.8M0.0%$26.75
0
2025-Q3
Increased
106,175
+0.4%
$2.7M0.0%$25.58
26
2025-Q2
Decreased
105,719
-15.9%
$2.5M0.0%$23.67
0
2025-Q1
Decreased
125,654
-51.9%
$2.9M0.0%$22.55
0
2024-Q4
Increased
261,127
+212.1%
$6.1M0.0%$22.83
44
2024-Q3
Increased
83,672
+1.8%
$5.9M0.0%$22.90
28
2024-Q2
Increased
82,229
+7.6%
$5.4M0.0%$21.29
29
2024-Q1
Decreased
76,447
-12.0%
$5.1M0.0%$21.41
0
2023-Q4
Increased
86,913
+7.1%
$5.3M0.0%$19.66
29
2023-Q3
Increased
81,184
+374.1%
$4.5M0.0%$17.63
43
2023-Q2
Increased
17,123
+15.7%
$971,5920.0%$17.89
29
2023-Q1
Increased
14,804
+2.5%
$801,1730.0%$16.93
25
2022-Q4
Decreased
14,448
-9.5%
$760,2590.0%$16.60
0
2022-Q3
Decreased
15,959
-4.4%
$752,0000.0%$14.97
0
2022-Q2
Increased
16,700
+0.2%
$839,0000.0%$15.80
25
2022-Q1
Increased
16,665
+32.9%
$962,0000.0%$18.19
32
2021-Q4
Decreased
12,538
-0.9%
$728,0000.0%$17.95
0
2021-Q3
Increased
12,653
+149.1%
$678,0000.0%$16.74
40
2021-Q2
Increased
5,079
+1.4%
$276,0000.0%$16.58
24
2021-Q1
Decreased
5,011
-1.9%
$257,0000.0%$15.71
0
2020-Q4
Decreased
5,110
-4.9%
$229,0000.0%$13.58
0
2020-Q3
Decreased
5,372
-12.3%
$205,0000.0%$11.42
0
2020-Q2
Decreased
6,125
-11.5%
$222,0000.0%$10.72
0
2020-Q1
Decreased
6,919
-48.0%
$212,0000.0%$9.29
0
2019-Q4
Increased
13,316
+3.1%
$561,0000.0%$12.45
25
2019-Q3
Increased
12,912
+25.9%
$505,0000.0%$11.44
30
2019-Q2
Unchanged
10,254
0.0%
$397,0000.0%$11.30
0
2019-Q1
Increased
10,254
+2.6%
$386,0000.0%$10.93
24
2018-Q4
New
9,998
-
$335,0000.0%$9.65
33

Other major holders of FNDB: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC, EP Wealth Advisors, LLC

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