Aspiring Ventures’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Aspiring Ventures’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	$3.57M	Sell	117,083 -2,207	-2%	-$65.1K	0.87%	14
2026 Q1	$3.24M	Sell	119,290 -442	-0.4%	-$12.2K	0.98%	14
2025 Q4	$3.18M	Buy	119,732 +1,932	+2%	+$50.5K	1.08%	13
2025 Q3	$3.03M	Sell	117,800 -3,566	-3%	-$88.6K	1.03%	11
2025 Q2	$2.91M	Hold	121,366	–	–	1.28%	11
2025 Q1	$2.72M	Sell	121,366 -300	-0.2%	-$7.1K	1.51%	9
2024 Q4	$2.91M	Buy	+121,666	New	+$2.9M	1.83%	6

Other funds holding FNDB

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aspiring Ventures's FNDB Position: Q2 2026 in Review

Aspiring Ventures reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 1.9% in Q2 2026, selling an estimated $65.1K and leaving 117,083 shares worth $3.57M. The position accounts for 0.87% of the portfolio, ranked #14.

Aspiring Ventures first reported a position in FNDB in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Aspiring Ventures held 117,083 shares of Schwab Fundamental US Broad Market Index ETF worth $3.57M as of Q2 2026.
Aspiring Ventures sold 2,207 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $65.1K.
Schwab Fundamental US Broad Market Index ETF made up 0.87% of Aspiring Ventures's portfolio in Q2 2026, its #14 holding.
Aspiring Ventures first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Aspiring Ventures's 13F filing for Q2 2026, filed 5 Aug 2026.