HB Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

HB Wealth Management’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	$1.21M	Hold	39,819	–	–	0.01%	663
2026 Q1	$1.08M	Buy	39,819 +1,956	+5%	+$54.2K	0.01%	630
2025 Q4	$1.01M	Hold	37,863	–	–	0.01%	622
2025 Q3	$975K	Hold	37,863	–	–	0.01%	614
2025 Q2	$908K	Hold	37,863	–	–	0.01%	558
2025 Q1	$871K	Hold	37,863	–	–	0.01%	579
2024 Q4	$881K	Hold	37,863	–	–	0.01%	438
2024 Q3	$888K	Hold	37,863	–	–	0.01%	424
2024 Q2	$828K	Hold	37,863	–	–	0.01%	408
2024 Q1	$836K	Hold	37,863	–	–	0.01%	384
2023 Q4	$771K	Hold	37,863	–	–	0.01%	362
2023 Q3	$695K	Hold	37,863	–	–	0.01%	357
2023 Q2	$716K	Hold	37,863	–	–	0.01%	348
2023 Q1	$683K	Hold	37,863	–	–	0.01%	351
2022 Q4	$664K	Hold	37,863	–	–	0.01%	340
2022 Q3	$595K	Sell	37,863 -483	-1%	-$8.41K	0.01%	318
2022 Q2	$642K	Hold	38,346	–	–	0.01%	309
2022 Q1	$738K	Buy	38,346 +483	+1%	+$9.2K	0.01%	298
2021 Q4	$733K	Buy	+37,863	New	+$713K	0.01%	265

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

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 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 22.9% 1-Year Est. Return

HB Wealth Management's FNDB Position: Q2 2026 in Review

HB Wealth Management held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 39,819 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #663.

HB Wealth Management first reported a position in FNDB in Q4 2021 and has held it in 19 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

HB Wealth Management held 39,819 shares of Schwab Fundamental US Broad Market Index ETF worth $1.21M as of Q2 2026.
HB Wealth Management left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #663 holding.
HB Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2021 and has held it in 19 quarters since.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.