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Cornerstone Financial Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Cornerstone Financial Group’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 		$1.41M Sell
46,151
-1,125
-2% -$33.2K 0.87% 29
2026
Q1 		$1.39M Sell
47,276
-5,146
-10% -$143K 0.89% 29
2025
Q4 		$1.39M Buy
52,422
+2,758
+6% +$72K 0.97% 27
2025
Q3 		$1.28M Buy
49,664
+1,394
+3% +$34.6K 0.99% 28
2025
Q2 		$1.16M Buy
48,270
+62
+0.1% +$1.41K 0.98% 28
2025
Q1 		$1.12M Sell
48,208
-3,597
-7% -$85.2K 1.01% 28
2024
Q4 		$1.2M Buy
+51,805
New +$1.23M 1.19% 25

Other funds holding FNDB

AlphaCore Capital
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cornerstone Financial Group's FNDB Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 2.4% in Q2 2026, selling an estimated $33.2K and leaving 46,151 shares worth $1.41M. The position accounts for 0.87% of the portfolio, ranked #29.

Cornerstone Financial Group first reported a position in FNDB in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Cornerstone Financial Group held 46,151 shares of Schwab Fundamental US Broad Market Index ETF worth $1.41M as of Q2 2026.
  • Cornerstone Financial Group sold 1,125 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $33.2K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.87% of Cornerstone Financial Group's portfolio in Q2 2026, its #29 holding.
  • Cornerstone Financial Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.