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

Centurion 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	$2.91M	Buy	95,380 +1,120	+1%	+$33K	0.69%	36
2026 Q1	$2.56M	Buy	94,260 +6,278	+7%	+$174K	0.58%	45
2025 Q4	$2.34M	Buy	87,982 +2,009	+2%	+$52.5K	0.51%	48
2025 Q3	$2.21M	Buy	+85,973	New	+$2.14M	0.5%	50

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

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

Centurion Wealth Management increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 1.2% in Q2 2026, buying an estimated $33K and bringing the position to 95,380 shares worth $2.91M. The position accounts for 0.69% of the portfolio, ranked #36.

Centurion Wealth Management first reported a position in FNDB in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Centurion Wealth Management held 95,380 shares of Schwab Fundamental US Broad Market Index ETF worth $2.91M as of Q2 2026.
Centurion Wealth Management bought 1,120 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $33K.
Schwab Fundamental US Broad Market Index ETF made up 0.69% of Centurion Wealth Management's portfolio in Q2 2026, its #36 holding.
Centurion Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2025 and has held it in 4 quarters since.
172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.