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
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 $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 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 $38.8B AUM 21.88% 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