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FNDB icon

Advisornet Financial’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Advisornet Financial’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 		$230K Sell
7,555
-672
-8% -$19.8K 0.01% 608
2026
Q1 		$224K Sell
8,227
-1,687
-17% -$46.7K 0.01% 571
2025
Q4 		$263K Buy
9,914
+30
+0.3% +$784 0.01% 532
2025
Q3 		$254K Sell
9,884
-3,121
-24% -$77.5K 0.01% 526
2025
Q2 		$312K Sell
13,005
-16,970
-57% -$386K 0.02% 471
2025
Q1 		$690K Sell
29,975
-12,494
-29% -$296K 0.05% 284
2024
Q4 		$988K Buy
42,469
+253
+0.6% +$6.03K 0.08% 209
2024
Q3 		$990K Buy
42,216
+303
+0.7% +$6.84K 0.07% 229
2024
Q2 		$916K Buy
41,913
+3,099
+8% +$67K 0.08% 217
2024
Q1 		$857K Buy
38,814
+1,833
+5% +$38.3K 0.08% 228
2023
Q4 		$753K Buy
36,981
+183
+0.5% +$3.46K 0.07% 260
2023
Q3 		$676K Buy
36,798
+372
+1% +$7.09K 0.06% 261
2023
Q2 		$689K Buy
36,426
+1,500
+4% +$27.3K 0.06% 258
2023
Q1 		$630K Buy
34,926
+1,170
+3% +$21.2K 0.06% 261
2022
Q4 		$592K Buy
33,756
+255
+0.8% +$4.45K 0.06% 271
2022
Q3 		$526K Buy
33,501
+213
+0.6% +$3.71K 0.05% 312
2022
Q2 		$557K Sell
33,288
-282
-0.8% -$5.12K 0.05% 292
2022
Q1 		$646K Buy
33,570
+2,766
+9% +$52.7K 0.04% 327
2021
Q4 		$596K Sell
30,804
-141
-0.5% -$2.65K 0.04% 365
2021
Q3 		$552K Buy
30,945
+135
+0.4% +$2.46K 0.04% 348
2021
Q2 		$558K Sell
30,810
-1,377
-4% -$24.7K 0.04% 362
2021
Q1 		$550K Buy
32,187
+117
+0.4% +$1.9K 0.04% 350
2020
Q4 		$480K Buy
32,070
+168
+0.5% +$2.34K 0.04% 345
2020
Q3 		$406K Buy
31,902
+1,743
+6% +$22.2K 0.03% 371
2020
Q2 		$364K Buy
30,159
+180
+0.6% +$2.08K 0.03% 397
2020
Q1 		$307K Buy
29,979
+213
+0.7% +$2.73K 0.03% 393
2019
Q4 		$418K Buy
29,766
+315
+1% +$4.25K 0.04% 363
2019
Q3 		$384K Buy
29,451
+75
+0.3% +$967 0.04% 377
2019
Q2 		$379K Hold
29,376
– – 0.04% 352
2019
Q1 		$368K Buy
29,376
+63
+0.2% +$769 0.05% 330
2018
Q4 		$327K Buy
29,313
+138
+0.5% +$1.69K 0.05% 317
2018
Q3 		$384K Sell
29,175
-750
-3% -$9.73K 0.05% 305
2018
Q2 		$373K Hold
29,925
– – 0.05% 282
2018
Q1 		$361K Hold
29,925
– – 0.05% 282
2017
Q4 		$372K Buy
+29,925
New +$360K 0.06% 244

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisornet Financial's FNDB Position: Q2 2026 in Review

Advisornet Financial reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 8.2% in Q2 2026, selling an estimated $19.8K and leaving 7,555 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #608.

Advisornet Financial first reported a position in FNDB in Q4 2017 and has held it in 35 quarters since. The position peaked at $990K in Q3 2024. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Advisornet Financial held 7,555 shares of Schwab Fundamental US Broad Market Index ETF worth $230K as of Q2 2026.
  • Advisornet Financial sold 672 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $19.8K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #608 holding.
  • Advisornet Financial first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Schwab Fundamental US Broad Market Index ETF position peaked at $990K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.