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 Q3	$216K	Buy	7,048 +26	+0.4%	+$812	0.16%	98
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 14.82% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Leonard Rickey Investment Advisors Yakima, Washington $644M AUM 17.66% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Harbor Asset Planning's FNDB Position: Q3 2026 in Review

Harbor Asset Planning increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.37% in Q3 2026, buying an estimated $812 and bringing the position to 7,048 shares worth $216K. The position accounts for 0.16% of the portfolio, ranked #98.

Harbor Asset Planning first reported a position in FNDB in Q2 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

Harbor Asset Planning held 7,048 shares of Schwab Fundamental US Broad Market Index ETF worth $216K as of Q3 2026.
Harbor Asset Planning bought 26 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $812.
Schwab Fundamental US Broad Market Index ETF made up 0.16% of Harbor Asset Planning's portfolio in Q3 2026, its #98 holding.
Harbor Asset Planning first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.