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

Mission 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	$430K	Buy	+14,104	New	+$416K	0.01%	737
2024 Q2	–	Sell	-14,481	Closed	-$320K	–	695
2024 Q1	$320K	Buy	+14,481	New	+$303K	0.01%	535
2019 Q2	–	Sell	-21,000	Closed	-$263K	–	324
2019 Q1	$263K	Buy	+21,000	New	+$256K	0.03%	253

Other funds holding FNDB

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mission Wealth Management opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026: 14,104 shares worth $430K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in FNDB as recently as Q1 2024.

Mission Wealth Management first reported a position in FNDB in Q1 2019 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Mission Wealth Management held 14,104 shares of Schwab Fundamental US Broad Market Index ETF worth $430K as of Q2 2026.
Schwab Fundamental US Broad Market Index ETF was a new Mission Wealth Management position in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #737 holding.
Mission Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2019 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.