Brinker Capital Investments’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Brinker Capital Investments’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	$253K	Buy	+8,295	New	+$245K	﹤0.01%	1712

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

Brinker Capital Investments's FNDB Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026: 8,295 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings.

172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Brinker Capital Investments held 8,295 shares of Schwab Fundamental US Broad Market Index ETF worth $253K as of Q2 2026.
Schwab Fundamental US Broad Market Index ETF was a new Brinker Capital Investments position in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1712 holding.
172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.