Koesten Hirschmann & Crabtree’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Koesten Hirschmann & Crabtree’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	$229K	Hold	7,530	–	–	0.1%	48
2026 Q1	$205K	Hold	7,530	–	–	0.1%	41
2025 Q4	$200K	Hold	7,530	–	–	0.1%	42
2025 Q3	$194K	Hold	7,530	–	–	0.09%	40
2025 Q2	$181K	Hold	7,530	–	–	0.09%	39
2025 Q1	$173K	Hold	7,530	–	–	0.1%	36
2024 Q4	$175K	Hold	7,530	–	–	0.1%	36
2024 Q3	$177K	Hold	7,530	–	–	0.1%	34
2024 Q2	$166K	Hold	7,530	–	–	0.11%	35
2024 Q1	$166K	Hold	7,530	–	–	0.11%	35
2023 Q4	$153K	Hold	7,530	–	–	0.11%	31
2023 Q3	$138K	Hold	7,530	–	–	0.11%	31
2023 Q2	$142K	Hold	7,530	–	–	0.11%	32
2023 Q1	$136K	Hold	7,530	–	–	0.1%	32
2022 Q4	$132K	Buy	+7,530	New	+$131K	0.11%	31

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

Koesten Hirschmann & Crabtree's FNDB Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 7,530 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #48.

Koesten Hirschmann & Crabtree first reported a position in FNDB in Q4 2022 and has held it in 15 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Koesten Hirschmann & Crabtree held 7,530 shares of Schwab Fundamental US Broad Market Index ETF worth $229K as of Q2 2026.
Koesten Hirschmann & Crabtree left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.1% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #48 holding.
Koesten Hirschmann & Crabtree first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and has held it in 15 quarters since.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.