Brightwater Advisory’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDB
AC
FC
EWA
SS
Brightwater Advisory's FNDB Position: Q2 2026 in Review
Brightwater Advisory reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 3.5% in Q2 2026, selling an estimated $283K and leaving 263,213 shares worth $8.02M. The position accounts for 5.07% of the portfolio, ranked #5.
Brightwater Advisory first reported a position in FNDB in Q1 2024 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.
- Brightwater Advisory held 263,213 shares of Schwab Fundamental US Broad Market Index ETF worth $8.02M as of Q2 2026.
- Brightwater Advisory sold 9,600 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $283K.
- Schwab Fundamental US Broad Market Index ETF made up 5.07% of Brightwater Advisory's portfolio in Q2 2026, its #5 holding.
- Brightwater Advisory first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2024 and has held it in 10 quarters since.
- 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.
Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.