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FNDBFNDB
Showing 6 of 7 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SCHWAB FUNDAMENTAL BROAD MKT

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 51,538 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $1.6M as of 2026-Q2. The position was increased (+1.2% shares). FNDB represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.6M

Current Shares

51,538

Total Value Change

+$1.6M

Total Shares Change

+51,538

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
51,538
+1.2%
$1.6M0.0%$30.46
26
2026-Q1
Increased
50,914
+11.8%
$1.4M0.0%$28.06
28
2025-Q4
Increased
45,539
0.0%
$1.2M0.0%$26.75
25
2025-Q3
Increased
45,538
+2.5%
$1.2M0.0%$25.58
26
2025-Q2
New
44,412
-
$1.1M0.0%$23.67
35
2024-Q3
Exited
0
-100.0%
$00.0%$22.90
0

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

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