Empirical Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Empirical Wealth Management’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	$444K	Hold	14,580	–	–	0.01%	729
2026 Q1	$397K	Hold	14,580	–	–	0.01%	673
2025 Q4	$387K	Hold	14,580	–	–	0.01%	609
2025 Q3	$375K	Hold	14,580	–	–	0.01%	557
2025 Q2	$350K	Hold	14,580	–	–	0.01%	496
2025 Q1	$335K	Sell	14,580 -2,108	-13%	-$49.9K	0.01%	489
2024 Q4	$388K	Buy	16,688 +2,033	+14%	+$48.4K	0.01%	445
2024 Q3	$344K	Buy	14,655 +75	+0.5%	+$1.69K	0.01%	443
2024 Q2	$319K	Sell	14,580 -3	-0%	-$65	0.01%	448
2024 Q1	$322K	Hold	14,583	–	–	0.01%	427
2023 Q4	$297K	Sell	14,583 -9	-0.1%	-$170	0.01%	399
2023 Q3	$268K	Hold	14,592	–	–	0.01%	389
2023 Q2	$276K	Hold	14,592	–	–	0.01%	381
2023 Q1	$263K	Hold	14,592	–	–	0.01%	413
2022 Q4	$256K	Hold	14,592	–	–	0.01%	399
2022 Q3	$229K	Sell	14,592 -1,950	-12%	-$34K	0.01%	422
2022 Q2	$277K	Hold	16,542	–	–	0.01%	399
2022 Q1	$318K	Buy	16,542 +1,950	+13%	+$37.1K	0.02%	397
2021 Q4	$282K	Hold	14,592	–	–	0.01%	432
2021 Q3	$261K	Sell	14,592 -315	-2%	-$5.74K	0.01%	396
2021 Q2	$270K	Hold	14,907	–	–	0.02%	384
2021 Q1	$255K	Hold	14,907	–	–	0.02%	342
2020 Q4	$223K	Buy	+14,907	New	+$208K	0.02%	326
2020 Q2	–	Sell	-23,376	Closed	-$239K	–	339
2020 Q1	$239K	Buy	23,376 +3	+0%	+$39	0.03%	274
2019 Q4	$328K	Buy	23,373 +315	+1%	+$4.25K	0.04%	244
2019 Q3	$301K	Sell	23,058 -2,985	-11%	-$38.5K	0.04%	232
2019 Q2	$336K	Buy	+26,043	New	+$331K	0.04%	192

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

LRIA

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

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 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

YWM

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

Empirical Wealth Management's FNDB Position: Q2 2026 in Review

Empirical Wealth Management held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 14,580 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #729.

Empirical Wealth Management first reported a position in FNDB in Q2 2019 and has held it in 27 quarters since. 41 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Empirical Wealth Management held 14,580 shares of Schwab Fundamental US Broad Market Index ETF worth $444K as of Q2 2026.
Empirical Wealth Management left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #729 holding.
Empirical Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2019 and has held it in 27 quarters since.
41 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.