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

Northwestern Mutual 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	$262K	Sell	8,606 -578	-6%	-$17K	﹤0.01%	1883
2026 Q1	$250K	Buy	9,184 +12	+0.1%	+$332	﹤0.01%	1808
2025 Q4	$244K	Hold	9,172	–	–	﹤0.01%	1781
2025 Q3	$236K	Hold	9,172	–	–	﹤0.01%	1732
2025 Q2	$220K	Buy	9,172 +2,319	+34%	+$52.7K	﹤0.01%	1696
2025 Q1	$158K	Buy	6,853 +514	+8%	+$12.2K	﹤0.01%	1763
2024 Q4	$147K	Hold	6,339	–	–	﹤0.01%	1774
2024 Q3	$149K	Hold	6,339	–	–	﹤0.01%	1740
2024 Q2	$139K	Hold	6,339	–	–	﹤0.01%	1695
2024 Q1	$140K	Buy	6,339 +816	+15%	+$17K	﹤0.01%	1686
2023 Q4	$112K	Buy	+5,523	New	+$104K	﹤0.01%	1747
2022 Q3	–	Sell	-3,384	Closed	-$57K	–	3201
2022 Q2	$57K	Buy	+3,384	New	+$61.4K	﹤0.01%	1867
2020 Q3	–	Sell	-3,618	Closed	-$44K	–	2581
2020 Q2	$44K	Hold	3,618	–	–	﹤0.01%	1485
2020 Q1	$37K	Hold	3,618	–	–	﹤0.01%	1502
2019 Q4	$51K	Hold	3,618	–	–	﹤0.01%	1454
2019 Q3	$47K	Sell	3,618 -216	-6%	-$2.79K	﹤0.01%	1436
2019 Q2	$49K	Buy	+3,834	New	+$48.7K	﹤0.01%	1389
2018 Q4	–	Sell	-300	Closed	-$4K	–	2466
2018 Q3	$4K	Buy	+300	New	+$3.89K	﹤0.01%	2141
2018 Q1	–	Sell	-198	Closed	-$2K	–	2257
2017 Q4	$2K	Buy	+198	New	+$2.38K	﹤0.01%	2090

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 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management's FNDB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 6.3% in Q2 2026, selling an estimated $17K and leaving 8,606 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Northwestern Mutual Wealth Management first reported a position in FNDB in Q4 2017 and has held it in 19 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Northwestern Mutual Wealth Management held 8,606 shares of Schwab Fundamental US Broad Market Index ETF worth $262K as of Q2 2026.
Northwestern Mutual Wealth Management sold 578 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $17K.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1883 holding.
Northwestern Mutual Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2017 and has held it in 19 quarters since.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.