Cambridge Investment Research Advisors
FNDB icon

Cambridge Investment Research Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Cambridge Investment Research Advisors’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 		$18.6M Buy
611,731
+124,293
+25% +$3.67M 0.04% 438
2026
Q1 		$13.3M Sell
487,438
-236,007
-33% -$6.54M 0.03% 511
2025
Q4 		$19.2M Buy
723,445
+23,443
+3% +$612K 0.05% 377
2025
Q3 		$18M Buy
700,002
+13,858
+2% +$344K 0.05% 380
2025
Q2 		$16.5M Buy
686,144
+74,330
+12% +$1.69M 0.05% 378
2025
Q1 		$14.1M Buy
611,814
+35,621
+6% +$844K 0.05% 392
2024
Q4 		$13.4M Buy
576,193
+2,005
+0.3% +$47.8K 0.04% 396
2024
Q3 		$13.5M Buy
574,188
+83,352
+17% +$1.88M 0.05% 400
2024
Q2 		$10.7M Buy
490,836
+25,992
+6% +$562K 0.04% 438
2024
Q1 		$10.3M Buy
464,844
+63,717
+16% +$1.33M 0.04% 455
2023
Q4 		$8.17M Buy
401,127
+32,967
+9% +$624K 0.03% 482
2023
Q3 		$6.76M Buy
368,160
+1,530
+0.4% +$29.2K 0.03% 519
2023
Q2 		$6.93M Buy
366,630
+16,905
+5% +$307K 0.03% 511
2023
Q1 		$6.31M Buy
349,725
+16,764
+5% +$304K 0.03% 525
2022
Q4 		$5.84M Buy
332,961
+14,043
+4% +$245K 0.03% 541
2022
Q3 		$5.01M Buy
318,918
+116,337
+57% +$2.03M 0.03% 566
2022
Q2 		$3.39M Buy
202,581
+48,006
+31% +$871K 0.02% 776
2022
Q1 		$2.98M Sell
154,575
-12,966
-8% -$247K 0.01% 921
2021
Q4 		$3.24M Buy
167,541
+7,158
+4% +$135K 0.01% 874
2021
Q3 		$2.86M Buy
160,383
+15,429
+11% +$281K 0.01% 897
2021
Q2 		$2.63M Sell
144,954
-45,948
-24% -$825K 0.01% 966
2021
Q1 		$3.26M Buy
190,902
+77,808
+69% +$1.26M 0.02% 759
2020
Q4 		$1.69M Buy
113,094
+38,010
+51% +$529K 0.01% 1014
2020
Q3 		$954K Buy
75,084
+36,729
+96% +$469K 0.01% 1213
2020
Q2 		$463K Buy
38,355
+5,106
+15% +$59K ﹤0.01% 1599
2020
Q1 		$340K Buy
+33,249
New +$427K ﹤0.01% 1601

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Cambridge Investment Research Advisors's FNDB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 25% in Q2 2026, buying an estimated $3.67M and bringing the position to 611,731 shares worth $18.6M. The position accounts for 0.04% of the portfolio, ranked #438.

Cambridge Investment Research Advisors first reported a position in FNDB in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.2M in Q4 2025. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Cambridge Investment Research Advisors held 611,731 shares of Schwab Fundamental US Broad Market Index ETF worth $18.6M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 124,293 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $3.67M.
  • Schwab Fundamental US Broad Market Index ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #438 holding.
  • Cambridge Investment Research Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2020 and has held it in 26 quarters since.
  • Cambridge Investment Research Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $19.2M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.