Mariner
FNDB icon

Mariner’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Mariner’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 		$6.39M Buy
209,903
+8,943
+4% +$264K 0.01% 934
2026
Q1 		$5.47M Buy
200,960
+90,627
+82% +$2.51M 0.01% 1023
2025
Q4 		$2.93M Buy
110,333
+48,181
+78% +$1.26M ﹤0.01% 1282
2025
Q3 		$1.6M Buy
62,152
+4,583
+8% +$114K ﹤0.01% 1573
2025
Q2 		$1.38M Buy
57,569
+5,400
+10% +$123K ﹤0.01% 1576
2025
Q1 		$1.2M Buy
52,169
+1,429
+3% +$33.8K ﹤0.01% 1571
2024
Q4 		$1.18M Buy
50,740
+5,956
+13% +$142K ﹤0.01% 1543
2024
Q3 		$1.05M Buy
44,784
+7,632
+21% +$172K ﹤0.01% 1560
2024
Q2 		$812K Buy
37,152
+4,494
+14% +$97.2K ﹤0.01% 1659
2024
Q1 		$721K Hold
32,658
– – ﹤0.01% 1744
2023
Q4 		$665K Buy
+32,658
New +$618K ﹤0.01% 1744

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

Mariner's FNDB Position: Q2 2026 in Review

Mariner increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 4.5% in Q2 2026, buying an estimated $264K and bringing the position to 209,903 shares worth $6.39M. The position accounts for 0.01% of the portfolio, ranked #934.

Mariner first reported a position in FNDB in Q4 2023 and has held it in 11 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Mariner held 209,903 shares of Schwab Fundamental US Broad Market Index ETF worth $6.39M as of Q2 2026.
  • Mariner bought 8,943 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $264K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #934 holding.
  • Mariner first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.