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Stifel Financial’s
Schwab Fundamental US Broad Market Index ETF
FNDB
Stock Holding History
Stifel Financial’s Portfolio
FNDB Stock Details
FNDB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$519K
Buy
19,083
+1,618
+9%
+$44.8K
﹤0.01%
2860
2025
Q4
$464K
Buy
17,465
+375
+2%
+$9.8K
﹤0.01%
2908
2025
Q3
$440K
Buy
17,090
+1,236
+8%
+$30.7K
﹤0.01%
2890
2025
Q2
$380K
Buy
15,854
+1,265
+9%
+$28.7K
﹤0.01%
2925
2025
Q1
$336K
Sell
14,589
-26
-0.2%
-$616
﹤0.01%
2912
2024
Q4
$340K
Sell
14,615
-70
-0.5%
-$1.67K
﹤0.01%
2899
2024
Q3
$344K
Buy
14,685
+2,838
+24%
+$64.1K
﹤0.01%
2887
2024
Q2
$259K
Buy
11,847
+1,647
+16%
+$35.6K
﹤0.01%
2986
2024
Q1
$225K
Sell
10,200
-2,145
-17%
-$44.8K
﹤0.01%
3046
2023
Q4
$251K
Buy
+12,345
New
+$234K
﹤0.01%
2947
Other funds holding FNDB
AC
AlphaCore Capital
La Jolla, California
$4.22B AUM
21.28%
1-Year Est. Return
FC
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
SS
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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