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Family Capital Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Family Capital 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
Q1 		$6.38M Buy
234,705
+142,045
+153% +$3.93M 2.84% 9
2025
Q4 		$2.46M Buy
92,660
+36,377
+65% +$950K 1.09% 25
2025
Q3 		$1.45M Buy
56,283
+22,213
+65% +$552K 0.69% 31
2025
Q2 		$817K Buy
34,070
+14,242
+72% +$324K 0.43% 44
2025
Q1 		$456K Buy
+19,828
New +$470K 0.28% 53

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Family Capital Management's FNDB Position: Q1 2026 in Review

Family Capital Management increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 153% in Q1 2026, buying an estimated $3.93M and bringing the position to 234,705 shares worth $6.38M. The position accounts for 2.84% of the portfolio, ranked #9.

Family Capital Management first reported a position in FNDB in Q1 2025 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • Family Capital Management held 234,705 shares of Schwab Fundamental US Broad Market Index ETF worth $6.38M as of Q1 2026.
  • Family Capital Management bought 142,045 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $3.93M.
  • Schwab Fundamental US Broad Market Index ETF made up 2.84% of Family Capital Management's portfolio in Q1 2026, its #9 holding.
  • Family Capital Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.