Elevation Wealth Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Elevation Wealth 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 Q2	$664K	Buy	21,809 +737	+3%	+$21.7K	0.2%	68
2026 Q1	$573K	Buy	21,072 +13	+0.1%	+$360	0.21%	67
2025 Q4	$560K	Sell	21,059 -2,596	-11%	-$67.8K	0.2%	68
2025 Q3	$609K	Sell	23,655 -1,224	-5%	-$30.4K	0.22%	66
2025 Q2	$597K	Sell	24,879 -3,672	-13%	-$83.4K	0.24%	63
2025 Q1	$657K	Sell	28,551 -3,294	-10%	-$78K	0.28%	56
2024 Q4	$741K	Sell	31,845 -294	-0.9%	-$7K	0.31%	48
2024 Q3	$754K	Sell	32,139 -2,580	-7%	-$58.2K	0.32%	49
2024 Q2	$759K	Sell	34,719 -972	-3%	-$21K	0.36%	49
2024 Q1	$788K	Sell	35,691 -21,735	-38%	-$454K	0.39%	46
2023 Q4	$1.05M	Hold	57,426	–	–	0.63%	33
2023 Q3	$1.05M	Sell	57,426 -2,163	-4%	-$41.2K	0.91%	22
2023 Q2	$1.13M	Sell	59,589 -29,031	-33%	-$528K	0.95%	22
2023 Q1	$1.6M	Buy	+88,620	New	+$1.61M	1.46%	16

Other funds holding FNDB

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

GFP

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

CWM

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

HWA

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

RDWM

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

SWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Elevation Wealth Partners's FNDB Position: Q2 2026 in Review

Elevation Wealth Partners increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 3.5% in Q2 2026, buying an estimated $21.7K and bringing the position to 21,809 shares worth $664K. The position accounts for 0.2% of the portfolio, ranked #68.

Elevation Wealth Partners first reported a position in FNDB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2023. 22 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Elevation Wealth Partners held 21,809 shares of Schwab Fundamental US Broad Market Index ETF worth $664K as of Q2 2026.
Elevation Wealth Partners bought 737 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $21.7K.
Schwab Fundamental US Broad Market Index ETF made up 0.2% of Elevation Wealth Partners's portfolio in Q2 2026, its #68 holding.
Elevation Wealth Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Schwab Fundamental US Broad Market Index ETF position peaked at $1.6M in Q1 2023.
22 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.