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Cape Investment Advisory’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Cape Investment Advisory’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 		$34.5K Buy
+1,131
New +$33.4K 0.01% 593
2026
Q1 		– Sell
-715
Closed -$19K – 556
2025
Q4 		$19K Buy
715
+375
+110% +$9.8K 0.01% 629
2025
Q3 		$8.75K Buy
+340
New +$8.45K 0.01% 431

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Cape Investment Advisory's FNDB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026: 1,131 shares worth $34.5K. The stake represents 0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FNDB as recently as Q4 2025.

Cape Investment Advisory first reported a position in FNDB in Q3 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Cape Investment Advisory held 1,131 shares of Schwab Fundamental US Broad Market Index ETF worth $34.5K as of Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF was a new Cape Investment Advisory position in Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #593 holding.
  • Cape Investment Advisory first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.