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Aspiring Ventures’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Aspiring Ventures’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.24M Sell
119,290
-442
-0.4% -$12.2K 0.98% 14
2025
Q4 		$3.18M Buy
119,732
+1,932
+2% +$50.5K 1.08% 13
2025
Q3 		$3.03M Sell
117,800
-3,566
-3% -$88.6K 1.03% 11
2025
Q2 		$2.91M Hold
121,366
– – 1.28% 11
2025
Q1 		$2.72M Sell
121,366
-300
-0.2% -$7.1K 1.51% 9
2024
Q4 		$2.91M Buy
+121,666
New +$2.9M 1.83% 6

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspiring Ventures's FNDB Position: Q1 2026 in Review

Aspiring Ventures reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.37% in Q1 2026, selling an estimated $12.2K and leaving 119,290 shares worth $3.24M. The position accounts for 0.98% of the portfolio, ranked #14.

Aspiring Ventures first reported a position in FNDB in Q4 2024 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • Aspiring Ventures held 119,290 shares of Schwab Fundamental US Broad Market Index ETF worth $3.24M as of Q1 2026.
  • Aspiring Ventures sold 442 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $12.2K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.98% of Aspiring Ventures's portfolio in Q1 2026, its #14 holding.
  • Aspiring Ventures first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Aspiring Ventures's 13F filing for Q1 2026, filed 5 May 2026.