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FNDBFNDB
24 quarters

Position history for WAWealthspire Advisors, LLC's holdings in SCHWAB FUNDAMENTAL BROAD MKT

Wealthspire Advisors, LLC holds 79,329 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $2.4M as of 2026-Q2. FNDB represents 0.0% of Wealthspire Advisors, LLC's portfolio.

Current Value

$2.4M

Current Shares

79,329

Total Value Change

+$1.7M

Total Shares Change

+55,714

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
79,329
0.0%
$2.4M0.0%$30.46
0
2026-Q1
Increased
79,329
+0.7%
$2.2M0.0%$28.06
26
2025-Q4
Increased
78,774
+11.4%
$2.1M0.0%$26.75
29
2025-Q3
Unchanged
70,740
0.0%
$1.8M0.0%$25.58
0
2025-Q2
Unchanged
70,740
0.0%
$1.7M0.0%$23.67
0
2025-Q1
Unchanged
70,740
0.0%
$1.6M0.0%$22.55
0
2024-Q4
Increased
70,740
+200.0%
$1.6M0.0%$22.83
41
2024-Q3
Unchanged
23,580
0.0%
$1.7M0.0%$22.90
0
2024-Q2
Unchanged
23,580
0.0%
$1.5M0.0%$21.29
0
2024-Q1
Unchanged
23,580
0.0%
$1.6M0.0%$21.41
0
2023-Q4
Unchanged
23,580
0.0%
$1.4M0.0%$19.66
0
2023-Q3
Unchanged
23,580
0.0%
$1.3M0.0%$17.63
0
2023-Q2
Unchanged
23,580
0.0%
$1.3M0.0%$17.89
0
2023-Q1
Decreased
23,580
-0.1%
$1.3M0.0%$16.93
0
2022-Q4
Unchanged
23,615
0.0%
$1.2M0.0%$16.60
0
2022-Q3
Unchanged
23,615
0.0%
$1.1M0.0%$14.97
0
2022-Q2
Unchanged
23,615
0.0%
$1.2M0.0%$15.80
0
2022-Q1
Increased
23,615
+4.4%
$1.4M0.0%$18.19
27
2021-Q4
Unchanged
22,615
0.0%
$1.3M0.0%$17.95
0
2021-Q3
Unchanged
22,615
0.0%
$1.2M0.0%$16.74
0
2021-Q2
Decreased
22,615
-4.2%
$1.2M0.0%$16.58
0
2021-Q1
New
23,615
-
$1.2M0.0%$15.71
35
2020-Q2
Exited
0
-100.0%
$00.0%$10.72
0
2020-Q1
New
23,615
-
$725,0000.0%$9.29
34

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

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