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

Magnolia 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
-2,055
Closed -$55.9K – 87
2026
Q1 		$55.9K Buy
+2,055
New +$56.9K 0.03% 45

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

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

Magnolia Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026, closing a stake of 2,055 shares — an estimated $55.9K sold.

Magnolia Wealth Management first reported a position in FNDB in Q1 2026 and held it in 1 quarter. The position peaked at $55.9K in Q1 2026. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 2,055 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $55.9K.
  • Magnolia Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $55.9K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

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