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

IFP 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
2025 Q2	–	Sell	-459	Closed	-$10.6K	–	4953
2025 Q1	$10.6K	Hold	459	–	–	﹤0.01%	2562
2024 Q4	$10.7K	Hold	459	–	–	﹤0.01%	2507
2024 Q3	$10.8K	Buy	+459	New	+$10.4K	﹤0.01%	2392
2023 Q2	–	Sell	-1,500	Closed	-$18.8K	–	3490
2023 Q1	$18.8K	Buy	1,500 +1,185	+376%	+$21.5K	﹤0.01%	2046
2022 Q4	$5K	Sell	315 -180	-36%	-$3.14K	﹤0.01%	3775
2022 Q3	$8K	Hold	495	–	–	﹤0.01%	3771
2022 Q2	$8K	Hold	495	–	–	﹤0.01%	3523
2022 Q1	$8K	Buy	495 +120	+32%	+$2.29K	﹤0.01%	3522
2021 Q4	$7K	Hold	375	–	–	﹤0.01%	2344
2021 Q3	$7K	Hold	375	–	–	﹤0.01%	2418
2021 Q2	$7K	Hold	375	–	–	﹤0.01%	2347
2021 Q1	$7K	Hold	375	–	–	﹤0.01%	2275
2020 Q4	$5K	Hold	375	–	–	﹤0.01%	2321
2020 Q3	$5K	Hold	375	–	–	﹤0.01%	2168
2020 Q2	$4K	Hold	375	–	–	﹤0.01%	2164
2020 Q1	$4K	Hold	375	–	–	﹤0.01%	2139
2019 Q4	$5K	Hold	375	–	–	﹤0.01%	2170
2019 Q3	$5K	Buy	+375	New	+$4.84K	﹤0.01%	2336
2019 Q1	–	Sell	-375	Closed	-$4K	–	2711
2018 Q4	$4K	Hold	375	–	–	﹤0.01%	2931
2018 Q3	$5K	Hold	375	–	–	﹤0.01%	3196
2018 Q2	$5K	Hold	375	–	–	﹤0.01%	3245
2018 Q1	$5K	Hold	375	–	–	﹤0.01%	3158
2017 Q4	$5K	Hold	375	–	–	﹤0.01%	3205
2017 Q3	$4K	Hold	375	–	–	﹤0.01%	3500
2017 Q2	$4K	Hold	375	–	–	﹤0.01%	3497
2017 Q1	$4K	Hold	375	–	–	﹤0.01%	3404
2016 Q4	$4K	Hold	375	–	–	﹤0.01%	3387
2016 Q3	$4K	Hold	375	–	–	﹤0.01%	3321
2016 Q2	$4K	Buy	+375	New	+$3.71K	﹤0.01%	3237
2016 Q1	–	Sell	-675	Closed	-$6K	–	2724
2015 Q4	$6K	Buy	+675	New	+$6.5K	﹤0.01%	2856

Other funds holding FNDB

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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

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

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 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

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

IFP Advisors's FNDB Position: Q2 2025 in Review

IFP Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2025, closing a stake of 459 shares — an estimated $10.6K sold.

IFP Advisors first reported a position in FNDB in Q4 2015 and held it in 30 quarters. The position peaked at $18.8K in Q1 2023. 156 funds tracked by Wall St. Rank hold FNDB as of Q2 2025.

IFP Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 459 Schwab Fundamental US Broad Market Index ETF shares in Q2 2025, an estimated $10.6K.
IFP Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2015 and held it in 30 quarters.
IFP Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $18.8K in Q1 2023.
156 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.