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

NewEdge 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	-962	Closed	-$25.5K	–	4236
2025 Q4	$25.5K	Sell	962 -961	-50%	-$25.1K	﹤0.01%	3176
2025 Q3	$49.5K	Hold	1,923	–	–	﹤0.01%	2828
2025 Q2	$46.1K	Hold	1,923	–	–	﹤0.01%	2689
2025 Q1	$44.2K	Hold	1,923	–	–	﹤0.01%	2595
2024 Q4	$44.7K	Hold	1,923	–	–	﹤0.01%	2556
2024 Q3	$45.1K	Hold	1,923	–	–	﹤0.01%	2466
2024 Q2	$42K	Hold	1,923	–	–	﹤0.01%	2406
2024 Q1	$42.5K	Hold	1,923	–	–	﹤0.01%	2365
2023 Q4	$39.2K	Hold	1,923	–	–	﹤0.01%	2306
2023 Q3	$35.3K	Hold	1,923	–	–	﹤0.01%	2202
2023 Q2	$36.4K	Hold	1,923	–	–	﹤0.01%	2190
2023 Q1	$34.7K	Sell	1,923 -23,427	-92%	-$424K	﹤0.01%	2149
2022 Q4	$411K	Buy	+25,350	New	+$442K	0.01%	866

Other funds holding FNDB

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors's FNDB Position: Q1 2026 in Review

NewEdge Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2026, closing a stake of 962 shares — an estimated $25.5K sold.

NewEdge Advisors first reported a position in FNDB in Q4 2022 and held it in 13 quarters. The position peaked at $411K in Q4 2022. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

NewEdge Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 962 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $25.5K.
NewEdge Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and held it in 13 quarters.
NewEdge Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $411K in Q4 2022.
170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.