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Parkside Financial Bank & Trust’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Parkside Financial Bank & Trust’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 		$131K Buy
4,822
+16
+0.3% +$443 0.01% 581
2025
Q4 		$128K Buy
4,806
+18
+0.4% +$470 0.01% 608
2025
Q3 		$123K Sell
4,788
-58
-1% -$1.44K 0.01% 595
2025
Q2 		$116K Buy
4,846
+18
+0.4% +$409 0.01% 600
2025
Q1 		$111K Buy
4,828
+17
+0.4% +$403 0.01% 543
2024
Q4 		$112K Buy
4,811
+8
+0.2% +$191 0.01% 537
2024
Q3 		$113K Buy
+4,803
New +$108K 0.02% 514

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
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parkside Financial Bank & Trust's FNDB Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.33% in Q1 2026, buying an estimated $443 and bringing the position to 4,822 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #581.

Parkside Financial Bank & Trust first reported a position in FNDB in Q3 2024 and has held it in 7 quarters since. 171 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • Parkside Financial Bank & Trust held 4,822 shares of Schwab Fundamental US Broad Market Index ETF worth $131K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 16 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $443.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #581 holding.
  • Parkside Financial Bank & Trust first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2024 and has held it in 7 quarters since.
  • 171 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.