Cetera Investment Advisers’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Cetera Investment Advisers’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	$1.67M	Buy	54,938 +1,409	+3%	+$41.6K	﹤0.01%	2547
2026 Q1	$1.46M	Buy	53,529 +7,920	+17%	+$219K	﹤0.01%	2565
2025 Q4	$1.21M	Buy	45,609 +4,149	+10%	+$108K	﹤0.01%	2659
2025 Q3	$1.07M	Buy	41,460 +15,350	+59%	+$381K	﹤0.01%	2714
2025 Q2	$626K	Buy	26,110 +9,882	+61%	+$225K	﹤0.01%	2780
2025 Q1	$373K	Buy	+16,228	New	+$384K	﹤0.01%	3092
2022 Q2	–	Sell	-10,605	Closed	-$204K	–	1868
2022 Q1	$204K	Sell	10,605 -519	-5%	-$9.88K	﹤0.01%	1703
2021 Q4	$215K	Buy	+11,124	New	+$209K	﹤0.01%	1691

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

Cetera Investment Advisers's FNDB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 2.6% in Q2 2026, buying an estimated $41.6K and bringing the position to 54,938 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Cetera Investment Advisers first reported a position in FNDB in Q4 2021 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Cetera Investment Advisers held 54,938 shares of Schwab Fundamental US Broad Market Index ETF worth $1.67M as of Q2 2026.
Cetera Investment Advisers bought 1,409 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $41.6K.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2547 holding.
Cetera Investment Advisers first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2021 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.