Harbor Asset Planning’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Harbor Asset Planning’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	$214K	Buy	7,022 +26	+0.4%	+$767	0.16%	97
2026 Q1	$190K	Buy	6,996 +27	+0.4%	+$748	0.16%	98
2025 Q4	$185K	Buy	6,969 +31	+0.4%	+$810	0.16%	94
2025 Q3	$179K	Buy	6,938 +30	+0.4%	+$745	0.16%	93
2025 Q2	$166K	Buy	+6,908	New	+$157K	0.16%	93

Other funds holding FNDB

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

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

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Harbor Asset Planning's FNDB Position: Q2 2026 in Review

Harbor Asset Planning increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.37% in Q2 2026, buying an estimated $767 and bringing the position to 7,022 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #97.

Harbor Asset Planning first reported a position in FNDB in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Harbor Asset Planning held 7,022 shares of Schwab Fundamental US Broad Market Index ETF worth $214K as of Q2 2026.
Harbor Asset Planning bought 26 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $767.
Schwab Fundamental US Broad Market Index ETF made up 0.16% of Harbor Asset Planning's portfolio in Q2 2026, its #97 holding.
Harbor Asset Planning first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2025 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.