Carson Wealth (CWM LLC)
FNDB icon

Carson Wealth (CWM LLC)’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-17
Closed – – 5721
2025
Q4 		$0 Buy
+17
New +$444 ﹤0.01% 5449
2025
Q2 		– Sell
-1,170
Closed -$27K – 5172
2025
Q1 		$27K Sell
1,170
-1,605
-58% -$38K ﹤0.01% 3461
2024
Q4 		$65K Sell
2,775
-249
-8% -$5.93K ﹤0.01% 2595
2024
Q3 		$71K Sell
3,024
-810
-21% -$18.3K ﹤0.01% 2422
2024
Q2 		$84K Sell
3,834
-17,214
-82% -$372K ﹤0.01% 2089
2024
Q1 		$465K Buy
+21,048
New +$440K ﹤0.01% 1170

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FNDB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2026, closing a stake of 17 shares.

Carson Wealth (CWM LLC) first reported a position in FNDB in Q1 2024 and held it in 6 quarters. The position peaked at $465K in Q1 2024. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Schwab Fundamental US Broad Market Index ETF position peaked at $465K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.