CMP
FNDB icon

Coston McIsaac & Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Coston McIsaac & Partners’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
Q1 		$15K Hold
561
– – ﹤0.01% 515
2025
Q4 		$14K Hold
561
– – ﹤0.01% 525
2025
Q3 		$14K Hold
561
– – ﹤0.01% 491
2025
Q2 		$13K Hold
561
– – ﹤0.01% 489
2025
Q1 		$12K Hold
561
– – ﹤0.01% 470
2024
Q4 		$13K Hold
561
– – ﹤0.01% 453
2024
Q3 		$13 Hold
561
– – ﹤0.01% 454
2024
Q2 		$12K Hold
561
– – ﹤0.01% 445
2024
Q1 		$12K Buy
+561
New +$11.7K ﹤0.01% 450

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return