Essential Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Essential 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	$4.22M	Buy	137,808 +1,603	+1%	+$50.1K	1.92%	5
2026 Q2	$4.15M	Buy	136,205 +9,230	+7%	+$272K	1.91%	5
2026 Q1	$3.45M	Buy	126,975 +95	+0.1%	+$2.63K	1.16%	6
2025 Q4	$3.37M	Sell	126,880 -7,476	-6%	-$195K	1.04%	5
2025 Q3	$3.46M	Buy	134,356 +1,378	+1%	+$34.2K	1.14%	5
2025 Q2	$3.19M	Buy	+132,978	New	+$3.02M	1.27%	4

Other funds holding FNDB

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Essential Partners's FNDB Position: Q3 2026 in Review

Essential Partners increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 1.2% in Q3 2026, buying an estimated $50.1K and bringing the position to 137,808 shares worth $4.22M. The position accounts for 1.92% of the portfolio, ranked #5.

Essential Partners first reported a position in FNDB in Q2 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

Essential Partners held 137,808 shares of Schwab Fundamental US Broad Market Index ETF worth $4.22M as of Q3 2026.
Essential Partners bought 1,603 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $50.1K.
Schwab Fundamental US Broad Market Index ETF made up 1.92% of Essential Partners's portfolio in Q3 2026, its #5 holding.
Essential Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2025 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.