BCGM Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

BCGM Wealth Management’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	$611K	Buy	20,047 +889	+5%	+$26.2K	0.13%	107
2026 Q1	$521K	Buy	19,158 +8,138	+74%	+$225K	0.13%	110
2025 Q4	$293K	Hold	11,020	–	–	0.07%	151
2025 Q3	$284K	Sell	11,020 -168	-2%	-$4.17K	0.07%	151
2025 Q2	$268K	Sell	11,188 -22,958	-67%	-$522K	0.08%	144
2025 Q1	$786K	Buy	+34,146	New	+$809K	0.24%	81

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 14.82% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 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 22.9% 1-Year Est. Return

BCGM Wealth Management's FNDB Position: Q2 2026 in Review

BCGM Wealth Management increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 4.6% in Q2 2026, buying an estimated $26.2K and bringing the position to 20,047 shares worth $611K. The position accounts for 0.13% of the portfolio, ranked #107.

BCGM Wealth Management first reported a position in FNDB in Q1 2025 and has held it in 6 quarters since. The position peaked at $786K in Q1 2025. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

BCGM Wealth Management held 20,047 shares of Schwab Fundamental US Broad Market Index ETF worth $611K as of Q2 2026.
BCGM Wealth Management bought 889 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $26.2K.
Schwab Fundamental US Broad Market Index ETF made up 0.13% of BCGM Wealth Management's portfolio in Q2 2026, its #107 holding.
BCGM Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2025 and has held it in 6 quarters since.
BCGM Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $786K in Q1 2025.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.