Focus Partners Wealth
FNDB icon

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

Focus Partners Wealth’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 		– Sell
-8,802
Closed -$239K – 2847
2026
Q1 		$239K Buy
8,802
+20
+0.2% +$554 ﹤0.01% 2308
2025
Q4 		$233K Buy
8,782
+178
+2% +$4.65K ﹤0.01% 2364
2025
Q3 		$221K Buy
8,604
+264
+3% +$6.56K ﹤0.01% 2012
2025
Q2 		$200K Buy
+8,340
New +$190K ﹤0.01% 1881

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 $246M AUM 11.18% 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 22.9% 1-Year Est. Return

Focus Partners Wealth's FNDB Position: Q2 2026 in Review

Focus Partners Wealth sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026, closing a stake of 8,802 shares — an estimated $239K sold.

Focus Partners Wealth first reported a position in FNDB in Q2 2025 and held it in 4 quarters. The position peaked at $239K in Q1 2026. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Focus Partners Wealth reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 8,802 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $239K.
  • Focus Partners Wealth first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2025 and held it in 4 quarters.
  • Focus Partners Wealth's Schwab Fundamental US Broad Market Index ETF position peaked at $239K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.