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

Heirloom 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
Q1 		$415K Buy
+15,271
New +$423K 0.07% 69

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 $899M AUM 20.23% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M 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 $43.3B AUM 29.3% 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

Heirloom Wealth Management's FNDB Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2026: 15,271 shares worth $415K. The stake represents 0.07% of the portfolio and ranks #69 among its holdings.

170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • Heirloom Wealth Management held 15,271 shares of Schwab Fundamental US Broad Market Index ETF worth $415K as of Q1 2026.
  • Schwab Fundamental US Broad Market Index ETF was a new Heirloom Wealth Management position in Q1 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.07% of Heirloom Wealth Management's portfolio in Q1 2026, its #69 holding.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.