Focus Financial Network
FNDB icon

Focus Financial Network’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Focus Financial Network’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 		$237K Hold
7,750
– – 0.01% 685
2026
Q2 		$236K Buy
7,750
+250
+3% +$7.37K 0.01% 680
2026
Q1 		$204K Buy
+7,500
New +$208K 0.01% 703

Other funds holding FNDB

SS
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MA
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Focus Financial Network's FNDB Position: Q3 2026 in Review

Focus Financial Network held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q3 2026 at 7,750 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #685.

Focus Financial Network first reported a position in FNDB in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Focus Financial Network held 7,750 shares of Schwab Fundamental US Broad Market Index ETF worth $237K as of Q3 2026.
  • Focus Financial Network left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q3 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #685 holding.
  • Focus Financial Network first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.