Elevation Wealth Partners
FNDB icon

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
Q3 		$617K Sell
20,170
-1,639
-8% -$51.2K 0.17% 77
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

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Resonant Capital Advisors
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Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Centurion Wealth Management
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Elevation Wealth Partners's FNDB Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 7.5% in Q3 2026, selling an estimated $51.2K and leaving 20,170 shares worth $617K. The position accounts for 0.17% of the portfolio, ranked #77.

Elevation Wealth Partners first reported a position in FNDB in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2023. 36 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Elevation Wealth Partners held 20,170 shares of Schwab Fundamental US Broad Market Index ETF worth $617K as of Q3 2026.
  • Elevation Wealth Partners sold 1,639 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $51.2K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.17% of Elevation Wealth Partners's portfolio in Q3 2026, its #77 holding.
  • Elevation Wealth Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Schwab Fundamental US Broad Market Index ETF position peaked at $1.6M in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.