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EQ Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

EQ Wealth Advisors’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 		– Sell
-136
Closed -$3.61K – 98
2025
Q4 		$3.61K Buy
+136
New +$3.55K ﹤0.01% 205
2025
Q3 		– Sell
-136
Closed -$3.26K – 95
2025
Q2 		$3.26K Hold
136
– – ﹤0.01% 173
2025
Q1 		$3.13K Buy
+136
New +$3.22K ﹤0.01% 187

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 $803M AUM 16.89% 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 $38.8B AUM 21.88% 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

EQ Wealth Advisors's FNDB Position: Q1 2026 in Review

EQ Wealth Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2026, closing a stake of 136 shares — an estimated $3.61K sold.

EQ Wealth Advisors first reported a position in FNDB in Q1 2025 and held it in 3 quarters. The position peaked at $3.61K in Q4 2025. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • EQ Wealth Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 136 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $3.61K.
  • EQ Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $3.61K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.