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Larson Financial Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Larson Financial Group’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 		$123K Buy
4,045
+15
+0.4% +$442 ﹤0.01% 1072
2026
Q1 		$110K Buy
4,030
+371
+10% +$10.3K ﹤0.01% 952
2025
Q4 		$97.2K Buy
3,659
+571
+18% +$14.9K ﹤0.01% 945
2025
Q3 		$79.5K Buy
3,088
+588
+24% +$14.6K ﹤0.01% 981
2025
Q2 		$60K Buy
2,500
+600
+32% +$13.6K ﹤0.01% 1010
2025
Q1 		$43.7K Buy
+1,900
New +$45K ﹤0.01% 1079

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Larson Financial Group's FNDB Position: Q2 2026 in Review

Larson Financial Group increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.37% in Q2 2026, buying an estimated $442 and bringing the position to 4,045 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Larson Financial Group first reported a position in FNDB in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Larson Financial Group held 4,045 shares of Schwab Fundamental US Broad Market Index ETF worth $123K as of Q2 2026.
  • Larson Financial Group bought 15 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $442.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1072 holding.
  • Larson Financial Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.