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IHT Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-8,954
Closed -$244K – 1289
2026
Q1 		$244K Buy
+8,954
New +$248K 0.01% 1092

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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

IHT Wealth Management's FNDB Position: Q2 2026 in Review

IHT Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026, closing a stake of 8,954 shares — an estimated $244K sold.

IHT Wealth Management first reported a position in FNDB in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • IHT Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 8,954 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $244K.
  • IHT Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2026 and held it in 1 quarter.
  • IHT Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $244K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.