EP Wealth Advisors
FNDB icon

EP Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

EP Wealth Advisors’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 		$22.5M Buy
739,826
+728,005
+6,159% +$21.5M 0.09% 165
2026
Q1 		$322K Buy
+11,821
New +$327K ﹤0.01% 1118

Other funds holding FNDB

AlphaCore Capital
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
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 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 22.9% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

EP Wealth Advisors's FNDB Position: Q2 2026 in Review

EP Wealth Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 6,159% in Q2 2026, buying an estimated $21.5M and bringing the position to 739,826 shares worth $22.5M. The position accounts for 0.09% of the portfolio, ranked #165.

EP Wealth Advisors first reported a position in FNDB in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • EP Wealth Advisors held 739,826 shares of Schwab Fundamental US Broad Market Index ETF worth $22.5M as of Q2 2026.
  • EP Wealth Advisors bought 728,005 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $21.5M.
  • Schwab Fundamental US Broad Market Index ETF made up 0.09% of EP Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • EP Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.