Foster Group
FNDB icon

Foster Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Foster Group’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 		$2.31M Buy
75,624
+282
+0.4% +$8.81K 0.06% 85
2026
Q2 		$2.29M Buy
75,342
+272
+0.4% +$8.02K 0.06% 85
2026
Q1 		$2.04M Buy
75,070
+7,692
+11% +$213K 0.06% 81
2025
Q4 		$1.79M Buy
67,378
+300
+0.4% +$7.84K 0.05% 84
2025
Q3 		$1.73M Buy
67,078
+1,964
+3% +$48.8K 0.05% 83
2025
Q2 		$1.56M Buy
65,114
+4,111
+7% +$93.4K 0.05% 80
2025
Q1 		$1.4M Buy
61,003
+262
+0.4% +$6.2K 0.05% 76
2024
Q4 		$1.41M Sell
60,741
-3,564
-6% -$84.9K 0.05% 72
2024
Q3 		$1.51M Buy
64,305
+1,419
+2% +$32K 0.06% 74
2024
Q2 		$1.37M Buy
62,886
+2,295
+4% +$49.6K 0.05% 80
2024
Q1 		$1.34M Buy
60,591
+5,502
+10% +$115K 0.07% 74
2023
Q4 		$1.01M Hold
55,089
– – 0.06% 71
2023
Q3 		$1.01M Sell
55,089
-96
-0.2% -$1.83K 0.06% 71
2023
Q2 		$1.04M Buy
55,185
+2,220
+4% +$40.4K 0.06% 70
2023
Q1 		$955K Buy
52,965
+4,239
+9% +$76.8K 0.06% 73
2022
Q4 		$855K Buy
48,726
+750
+2% +$13.1K 0.06% 70
2022
Q3 		$754K Buy
47,976
+264
+0.6% +$4.6K 0.06% 71
2022
Q2 		$799K Buy
47,712
+3,243
+7% +$58.9K 0.06% 71
2022
Q1 		$856K Buy
44,469
+15,045
+51% +$286K 0.07% 67
2021
Q4 		$569K Sell
29,424
-5,391
-15% -$102K 0.05% 81
2021
Q3 		$621K Buy
34,815
+156
+0.5% +$2.84K 0.06% 78
2021
Q2 		$628K Buy
34,659
+135
+0.4% +$2.42K 0.07% 76
2021
Q1 		$590K Buy
34,524
+2,286
+7% +$37.1K 0.09% 66
2020
Q4 		$480K Buy
+32,238
New +$449K 0.09% 61

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
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 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
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

Foster Group's FNDB Position: Q3 2026 in Review

Foster Group increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.37% in Q3 2026, buying an estimated $8.81K and bringing the position to 75,624 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #85.

Foster Group first reported a position in FNDB in Q4 2020 and has held it in 24 quarters since. 28 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Foster Group held 75,624 shares of Schwab Fundamental US Broad Market Index ETF worth $2.31M as of Q3 2026.
  • Foster Group bought 282 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $8.81K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.06% of Foster Group's portfolio in Q3 2026, its #85 holding.
  • Foster Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2020 and has held it in 24 quarters since.
  • 28 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.