MML Investors Services
FNDB icon

MML Investors Services’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

MML Investors Services’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 		$4.67M Buy
171,607
+11,667
+7% +$323K 0.01% 843
2025
Q4 		$4.25M Buy
159,940
+13,856
+9% +$362K 0.01% 946
2025
Q3 		$3.76M Buy
146,084
+443
+0.3% +$11K 0.01% 960
2025
Q2 		$3.49M Buy
145,641
+56,299
+63% +$1.28M 0.01% 958
2025
Q1 		$2.06M Buy
89,342
+3,015
+3% +$71.4K 0.01% 1168
2024
Q4 		$2.01M Buy
86,327
+4,403
+5% +$105K 0.01% 1123
2024
Q3 		$1.92M Buy
81,924
+1,035
+1% +$23.4K 0.01% 1115
2024
Q2 		$1.77M Sell
80,889
-8,514
-10% -$184K 0.01% 1093
2024
Q1 		$1.98M Buy
89,403
+49,212
+122% +$1.03M 0.01% 1050
2023
Q4 		$819K Sell
40,191
-4,947
-11% -$93.6K ﹤0.01% 1472
2023
Q3 		$829K Sell
45,138
-20,925
-32% -$399K ﹤0.01% 1329
2023
Q2 		$1.25M Sell
66,063
-7,089
-10% -$129K 0.01% 1119
2023
Q1 		$1.32M Sell
73,152
-23,613
-24% -$428K 0.01% 944
2022
Q4 		$1.7M Sell
96,765
-17,985
-16% -$314K 0.01% 892
2022
Q3 		$1.8M Buy
114,750
+2,544
+2% +$44.3K 0.01% 795
2022
Q2 		$1.88M Buy
112,206
+23,736
+27% +$431K 0.01% 774
2022
Q1 		$1.7M Buy
88,470
+66,093
+295% +$1.26M 0.01% 862
2021
Q4 		$433K Buy
+22,377
New +$421K ﹤0.01% 1496
2019
Q4 		– Sell
-15,384
Closed -$201K – 1520
2019
Q3 		$201K Buy
+15,384
New +$198K ﹤0.01% 1400

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

MML Investors Services's FNDB Position: Q1 2026 in Review

MML Investors Services increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 7.3% in Q1 2026, buying an estimated $323K and bringing the position to 171,607 shares worth $4.67M. The position accounts for 0.01% of the portfolio, ranked #843.

MML Investors Services first reported a position in FNDB in Q3 2019 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • MML Investors Services held 171,607 shares of Schwab Fundamental US Broad Market Index ETF worth $4.67M as of Q1 2026.
  • MML Investors Services bought 11,667 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $323K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #843 holding.
  • MML Investors Services first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2019 and has held it in 19 quarters since.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.