EH
FNDB icon

Equitable Holdings’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Equitable Holdings’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 		$345K Buy
11,329
+318
+3% +$9.38K ﹤0.01% 1485
2026
Q1 		$293K Sell
11,011
-725
-6% -$20.1K ﹤0.01% 1467
2025
Q4 		$312K Hold
11,736
– – ﹤0.01% 1301
2025
Q3 		$302K Buy
11,736
+1,948
+20% +$48.4K ﹤0.01% 1255
2025
Q2 		$235K Buy
9,788
+623
+7% +$14.2K ﹤0.01% 1309
2025
Q1 		$211K Hold
9,165
– – ﹤0.01% 1231
2024
Q4 		$213K Buy
+9,165
New +$218K ﹤0.01% 1176

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

Equitable Holdings's FNDB Position: Q2 2026 in Review

Equitable Holdings increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 2.9% in Q2 2026, buying an estimated $9.38K and bringing the position to 11,329 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Equitable Holdings first reported a position in FNDB in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Equitable Holdings held 11,329 shares of Schwab Fundamental US Broad Market Index ETF worth $345K as of Q2 2026.
  • Equitable Holdings bought 318 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $9.38K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1485 holding.
  • Equitable Holdings first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.