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IFC & Insurance Marketing’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

IFC & Insurance Marketing’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
-63
Closed -$2K – 269
2025
Q4 		$2K Buy
+63
New +$1.65K ﹤0.01% 640

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Bank of America
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Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFC & Insurance Marketing's FNDB Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2026, closing a stake of 63 shares — an estimated $2K sold.

IFC & Insurance Marketing first reported a position in FNDB in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 171 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 63 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $2K.
  • IFC & Insurance Marketing first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Schwab Fundamental US Broad Market Index ETF position peaked at $2K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.