Diversified Trust’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Diversified Trust’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	$409K	Buy	+13,440	New	+$396K	0.01%	819

Other funds holding FNDB

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Diversified Trust's FNDB Position: Q2 2026 in Review

Diversified Trust opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026: 13,440 shares worth $409K. The stake represents 0.01% of the portfolio and ranks #819 among its holdings.

34 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Diversified Trust held 13,440 shares of Schwab Fundamental US Broad Market Index ETF worth $409K as of Q2 2026.
Schwab Fundamental US Broad Market Index ETF was a new Diversified Trust position in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #819 holding.
34 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.