CWM
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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
Q3 		$2.9M Sell
94,784
-596
-0.6% -$18.6K 0.7% 34
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

SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Centurion Wealth Management's FNDB Position: Q3 2026 in Review

Centurion Wealth Management reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.62% in Q3 2026, selling an estimated $18.6K and leaving 94,784 shares worth $2.9M. The position accounts for 0.7% of the portfolio, ranked #34.

Centurion Wealth Management first reported a position in FNDB in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.91M in Q2 2026. 20 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Centurion Wealth Management held 94,784 shares of Schwab Fundamental US Broad Market Index ETF worth $2.9M as of Q3 2026.
  • Centurion Wealth Management sold 596 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $18.6K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.7% of Centurion Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Centurion Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $2.91M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.