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

Cabot 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	$203K	Buy	+6,653	New	+$196K	0.02%	140

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

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

Cabot Wealth Management opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026: 6,653 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings.

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

Cabot Wealth Management held 6,653 shares of Schwab Fundamental US Broad Market Index ETF worth $203K as of Q2 2026.
Schwab Fundamental US Broad Market Index ETF was a new Cabot Wealth Management position in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.02% of Cabot Wealth Management's portfolio in Q2 2026, its #140 holding.
172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.