Sigma Planning Corp
FNDB icon

Sigma Planning Corp’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Sigma Planning Corp’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
Q3 		$8.4M Buy
274,441
+9,548
+4% +$298K 0.22% 84
2026
Q2 		$8.07M Buy
+264,893
New +$7.81M 0.2% 92

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Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Family Capital Management
Family Capital Management Grand Rapids, Michigan $261M AUM 16.52% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Leonard Rickey Investment Advisors
Leonard Rickey Investment Advisors Yakima, Washington $644M AUM 17.66% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Sigma Planning Corp's FNDB Position: Q3 2026 in Review

Sigma Planning Corp increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 3.6% in Q3 2026, buying an estimated $298K and bringing the position to 274,441 shares worth $8.4M. The position accounts for 0.22% of the portfolio, ranked #84.

Sigma Planning Corp first reported a position in FNDB in Q2 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Sigma Planning Corp held 274,441 shares of Schwab Fundamental US Broad Market Index ETF worth $8.4M as of Q3 2026.
  • Sigma Planning Corp bought 9,548 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $298K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.22% of Sigma Planning Corp's portfolio in Q3 2026, its #84 holding.
  • Sigma Planning Corp first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.