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

McCartney 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
Q2 		$872K Buy
28,621
+49
+0.2% +$1.45K 0.66% 35
2026
Q1 		$777K Buy
28,572
+19
+0.1% +$526 0.65% 35
2025
Q4 		$759K Buy
+28,553
New +$746K 0.65% 35

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

McCartney Wealth Management's FNDB Position: Q2 2026 in Review

McCartney Wealth Management increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.17% in Q2 2026, buying an estimated $1.45K and bringing the position to 28,621 shares worth $872K. The position accounts for 0.66% of the portfolio, ranked #35.

McCartney Wealth Management first reported a position in FNDB in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • McCartney Wealth Management held 28,621 shares of Schwab Fundamental US Broad Market Index ETF worth $872K as of Q2 2026.
  • McCartney Wealth Management bought 49 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $1.45K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.66% of McCartney Wealth Management's portfolio in Q2 2026, its #35 holding.
  • McCartney Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on McCartney Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.