FM
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Foster & Motley’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Foster & Motley’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
Q1 		$285K Sell
10,476
-1,782
-15% -$49.4K 0.01% 355
2025
Q4 		$326K Buy
12,258
+49
+0.4% +$1.28K 0.02% 334
2025
Q3 		$314K Buy
12,209
+37
+0.3% +$919 0.02% 337
2025
Q2 		$292K Buy
12,172
+47
+0.4% +$1.07K 0.02% 348
2025
Q1 		$279K Buy
12,125
+278
+2% +$6.58K 0.02% 343
2024
Q4 		$276K Buy
11,847
+48
+0.4% +$1.14K 0.02% 342
2024
Q3 		$277K Buy
11,799
+78
+0.7% +$1.76K 0.02% 343
2024
Q2 		$256K Buy
11,721
+816
+7% +$17.7K 0.02% 348
2024
Q1 		$241K Buy
10,905
+837
+8% +$17.5K 0.02% 363
2023
Q4 		$205K Buy
+10,068
New +$190K 0.02% 380

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $586M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return