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DB Fitzpatrick & Co’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

DB Fitzpatrick & Co’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 		$4.23K Buy
139
+47
+51% +$1.39K ﹤0.01% 74
2026
Q1 		$2.5K Buy
+92
New +$2.55K ﹤0.01% 82

Other funds holding FNDB

AC
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 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 22.96% 1-Year Est. Return

DB Fitzpatrick & Co's FNDB Position: Q2 2026 in Review

DB Fitzpatrick & Co increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 51% in Q2 2026, buying an estimated $1.39K and bringing the position to 139 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #74.

DB Fitzpatrick & Co first reported a position in FNDB in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • DB Fitzpatrick & Co held 139 shares of Schwab Fundamental US Broad Market Index ETF worth $4.23K as of Q2 2026.
  • DB Fitzpatrick & Co bought 47 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $1.39K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #74 holding.
  • DB Fitzpatrick & Co first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.