Crewe Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Crewe Advisors’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	$269K	Hold	8,843	–	–	0.02%	195
2026 Q1	$241K	Hold	8,843	–	–	0.02%	194
2025 Q4	$235K	Hold	8,843	–	–	0.02%	192
2025 Q3	$228K	Hold	8,843	–	–	0.02%	191
2025 Q2	$212K	Hold	8,843	–	–	0.03%	146
2025 Q1	$203K	Hold	8,843	–	–	0.03%	132
2024 Q4	$206K	Sell	8,843 -1	-0%	-$24	0.03%	142
2024 Q3	$207K	Hold	8,844	–	–	0.02%	143
2024 Q2	$193K	Hold	8,844	–	–	0.02%	180
2024 Q1	$195K	Hold	8,844	–	–	0.02%	169
2023 Q4	$180K	Hold	8,844	–	–	0.03%	73
2023 Q3	$162K	Sell	8,844 -3,000	-25%	-$57.2K	0.03%	76
2023 Q2	$224K	Hold	11,844	–	–	0.03%	130
2023 Q1	$214K	Hold	11,844	–	–	0.03%	150
2022 Q4	$208K	Hold	11,844	–	–	0.03%	148
2022 Q3	$186K	Hold	11,844	–	–	0.03%	152
2022 Q2	$198K	Hold	11,844	–	–	0.04%	130
2022 Q1	$228K	Hold	11,844	–	–	0.04%	105
2021 Q4	$229K	Hold	11,844	–	–	0.05%	79
2021 Q3	$211K	Hold	11,844	–	–	0.05%	65
2021 Q2	$215K	Buy	+11,844	New	+$213K	0.05%	67

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

Crewe Advisors's FNDB Position: Q2 2026 in Review

Crewe Advisors held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 8,843 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #195.

Crewe Advisors first reported a position in FNDB in Q2 2021 and has held it in 21 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Crewe Advisors held 8,843 shares of Schwab Fundamental US Broad Market Index ETF worth $269K as of Q2 2026.
Crewe Advisors left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #195 holding.
Crewe Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2021 and has held it in 21 quarters since.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.