FG
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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
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

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 $242M AUM 18.98% 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 22.96% 1-Year Est. Return

Foster Group's FNDB Position: Q2 2026 in Review

Foster Group increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.36% in Q2 2026, buying an estimated $8.02K and bringing the position to 75,342 shares worth $2.29M. 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 23 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Foster Group held 75,342 shares of Schwab Fundamental US Broad Market Index ETF worth $2.29M as of Q2 2026.
  • Foster Group bought 272 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $8.02K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.06% of Foster Group's portfolio in Q2 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 23 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.