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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

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

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. 173 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.
  • 173 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.