Founders Financial Securities’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Founders Financial Securities’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	$1.94M	Sell	63,765 -91	-0.1%	-$2.68K	0.1%	195
2026 Q1	$1.8M	Buy	63,856 +4,356	+7%	+$121K	0.1%	191
2025 Q4	$1.58M	Buy	59,500 +5,477	+10%	+$143K	0.09%	203
2025 Q3	$1.39M	Buy	54,023 +4,200	+8%	+$104K	0.09%	199
2025 Q2	$1.19M	Buy	+49,823	New	+$1.13M	0.09%	211

Other funds holding FNDB

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Financial Securities's FNDB Position: Q2 2026 in Review

Founders Financial Securities reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.14% in Q2 2026, selling an estimated $2.68K and leaving 63,765 shares worth $1.94M. The position accounts for 0.1% of the portfolio, ranked #195.

Founders Financial Securities first reported a position in FNDB in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Founders Financial Securities held 63,765 shares of Schwab Fundamental US Broad Market Index ETF worth $1.94M as of Q2 2026.
Founders Financial Securities sold 91 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $2.68K.
Schwab Fundamental US Broad Market Index ETF made up 0.1% of Founders Financial Securities's portfolio in Q2 2026, its #195 holding.
Founders Financial Securities first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2025 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.