Cheviot Value Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$124K Buy
4,084
+15
+0.4% +$442 0.01% 154
2026
Q1
$111K Buy
4,069
+16
+0.4% +$443 0.01% 156
2025
Q4
$112K Buy
4,053
+18
+0.4% +$470 0.01% 160
2025
Q3
$106K Buy
4,035
+17
+0.4% +$422 0.01% 165
2025
Q2
$97.8K Buy
4,018
+17
+0.4% +$386 0.01% 156
2025
Q1
$90K Buy
+4,001
New +$94.7K 0.01% 157

Other funds holding FNDB

Cheviot Value Management's FNDB Position: Q2 2026 in Review

Cheviot Value Management increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.37% in Q2 2026, buying an estimated $442 and bringing the position to 4,084 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #154.

Cheviot Value Management first reported a position in FNDB in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Cheviot Value Management held 4,084 shares of Schwab Fundamental US Broad Market Index ETF worth $124K as of Q2 2026.
  • Cheviot Value Management bought 15 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $442.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #154 holding.
  • Cheviot Value Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.