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Milestone Investment Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Milestone Investment Advisors’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 		$923K Sell
30,303
-224
-0.7% -$6.61K 0.2% 55
2026
Q1 		$830K Sell
30,527
-2,217
-7% -$61.4K 0.2% 53
2025
Q4 		$870K Sell
32,744
-2,119
-6% -$55.4K 0.21% 51
2025
Q3 		$897K Sell
34,863
-2,523
-7% -$62.7K 0.22% 51
2025
Q2 		$897K Sell
37,386
-1,313
-3% -$29.8K 0.23% 52
2025
Q1 		$890K Sell
38,699
-13,135
-25% -$311K 0.25% 50
2024
Q4 		$1.21M Sell
51,834
-1,932
-4% -$46K 0.33% 44
2024
Q3 		$1.26M Sell
53,766
-3,300
-6% -$74.5K 0.35% 43
2024
Q2 		$1.25M Sell
57,066
-31,800
-36% -$688K 0.33% 43
2024
Q1 		$1.96M Sell
88,866
-11,718
-12% -$245K 0.53% 38
2023
Q4 		$2.05M Buy
100,584
+132
+0.1% +$2.5K 0.6% 35
2023
Q3 		$1.84M Buy
100,452
+12,963
+15% +$247K 0.52% 39
2023
Q2 		$1.65M Buy
87,489
+13,584
+18% +$247K 0.51% 36
2023
Q1 		$1.33M Buy
73,905
+363
+0.5% +$6.58K 0.41% 37
2022
Q4 		$1.29M Buy
+73,542
New +$1.28M 0.45% 36

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

Milestone Investment Advisors's FNDB Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.73% in Q2 2026, selling an estimated $6.61K and leaving 30,303 shares worth $923K. The position accounts for 0.2% of the portfolio, ranked #55.

Milestone Investment Advisors first reported a position in FNDB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.05M in Q4 2023. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Milestone Investment Advisors held 30,303 shares of Schwab Fundamental US Broad Market Index ETF worth $923K as of Q2 2026.
  • Milestone Investment Advisors sold 224 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $6.61K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.2% of Milestone Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Milestone Investment Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $2.05M in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.