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FNDBFNDB
11 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SCHWAB FUNDAMENTAL BROAD MKT

Steward Partners Investment Advisory, LLC holds 14,264 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $434,481 as of 2026-Q2. The position was increased (+20.1% shares). FNDB represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$434,481

Current Shares

14,264

Total Value Change

-$171.6M

Total Shares Change

+7,562

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,264
+20.1%
$434,4810.0%$30.46
28
2026-Q1
Unchanged
11,876
0.0%
$323,0270.0%$28.06
0
2025-Q4
Increased
11,876
+12.8%
$315,5450.0%$26.75
26
2025-Q3
Increased
10,528
+47.8%
$270,9910.0%$25.58
32
2025-Q2
Increased
7,125
+105.5%
$170,8580.0%$23.67
36
2025-Q1
Unchanged
3,468
0.0%
$79,7990.0%$22.55
0
2024-Q4
Increased
3,468
+200.0%
$80,6660.0%$22.83
34
2024-Q3
Unchanged
1,156
0.0%
$81,3480.0%$22.90
0
2024-Q2
New
1,156
-
$75,8100.0%$21.29
29
2021-Q2
Exited
0
-100.0%
$00.0%$16.58
0
2021-Q1
New
6,702
-
$172M0.0%$15.71
42

Other major holders of FNDB: AMERIPRISE FINANCIAL INC, EP Wealth Advisors, LLC, HighTower Advisors, LLC

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