Creative Financial Designs’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Creative Financial Designs’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	$6.28K	Hold	231	–	–	﹤0.01%	1528
2025 Q4	$6.14K	Hold	231	–	–	﹤0.01%	1464
2025 Q3	$5.95K	Hold	231	–	–	﹤0.01%	1489
2025 Q2	$5.54K	Hold	231	–	–	﹤0.01%	1499
2025 Q1	$5.32K	Hold	231	–	–	﹤0.01%	1472
2024 Q4	$5.37K	Hold	231	–	–	﹤0.01%	1407
2024 Q3	$5.42K	Buy	+231	New	+$5.21K	﹤0.01%	1354

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Financial Designs's FNDB Position: Q1 2026 in Review

Creative Financial Designs held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q1 2026 at 231 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Creative Financial Designs first reported a position in FNDB in Q3 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

Creative Financial Designs held 231 shares of Schwab Fundamental US Broad Market Index ETF worth $6.28K as of Q1 2026.
Creative Financial Designs left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1528 holding.
Creative Financial Designs first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.