CIBC Private Wealth Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

CIBC Private Wealth Group’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
2025 Q3	–	Sell	-1	Closed	-$22	–	3164
2025 Q2	$22	Hold	1	–	–	﹤0.01%	3031
2025 Q1	$19	Sell	1 -5,788	-100%	-$137K	﹤0.01%	3032
2024 Q4	$135K	Sell	5,789 -1	-0%	-$24	﹤0.01%	1315
2024 Q3	$136K	Hold	5,790	–	–	﹤0.01%	1361
2024 Q2	$127K	Hold	5,790	–	–	﹤0.01%	1301
2024 Q1	$127K	Buy	+5,790	New	+$121K	﹤0.01%	1297

Other funds holding FNDB

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

CIBC Private Wealth Group's FNDB Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2025, closing a stake of 1 share — an estimated $22 sold.

CIBC Private Wealth Group first reported a position in FNDB in Q1 2024 and held it in 6 quarters. The position peaked at $136K in Q3 2024. 156 funds tracked by Wall St. Rank hold FNDB as of Q3 2025.

CIBC Private Wealth Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 1 Schwab Fundamental US Broad Market Index ETF share in Q3 2025, an estimated $22.
CIBC Private Wealth Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2024 and held it in 6 quarters.
CIBC Private Wealth Group's Schwab Fundamental US Broad Market Index ETF position peaked at $136K in Q3 2024.
156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.