Farther Finance Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Farther Finance 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 Q3	$1.18M	Buy	38,619 +11,392	+42%	+$356K	0.01%	1031
2026 Q2	$829K	Buy	27,227 +1,915	+8%	+$56.5K	0.01%	1216
2026 Q1	$690K	Buy	25,312 +72	+0.3%	+$1.99K	0.01%	1193
2025 Q4	$671K	Buy	25,240 +6,460	+34%	+$169K	0.01%	1130
2025 Q3	$483K	Buy	18,780 +6,177	+49%	+$153K	0.01%	1085
2025 Q2	$302K	Hold	12,603	–	–	0.01%	1190
2025 Q1	$290K	Buy	12,603 +4,298	+52%	+$102K	0.01%	1049
2024 Q4	$193K	Buy	8,305 +25	+0.3%	+$595	0.01%	997
2024 Q3	$194K	Hold	8,280	–	–	0.01%	1005
2024 Q2	$181K	Hold	8,280	–	–	0.01%	881
2024 Q1	$182K	Buy	+8,280	New	+$173K	0.01%	718

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 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

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

Farther Finance Advisors's FNDB Position: Q3 2026 in Review

Farther Finance Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 42% in Q3 2026, buying an estimated $356K and bringing the position to 38,619 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1031.

Farther Finance Advisors first reported a position in FNDB in Q1 2024 and has held it in 11 quarters since. 20 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

Farther Finance Advisors held 38,619 shares of Schwab Fundamental US Broad Market Index ETF worth $1.18M as of Q3 2026.
Farther Finance Advisors bought 11,392 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $356K.
Schwab Fundamental US Broad Market Index ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1031 holding.
Farther Finance Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2024 and has held it in 11 quarters since.
20 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.