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

Parallel 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	$92.1K	Buy	3,023 +5	+0.2%	+$147	﹤0.01%	1766
2026 Q1	$82.1K	Sell	3,018 -11	-0.4%	-$305	﹤0.01%	1706
2025 Q4	$80.5K	Buy	3,029 +24	+0.8%	+$627	﹤0.01%	1589
2025 Q3	$77.4K	Buy	3,005 +6	+0.2%	+$149	﹤0.01%	1553
2025 Q2	$71.9K	Buy	2,999 +1,499	+100%	+$34.1K	﹤0.01%	1530
2025 Q1	$34.5K	Hold	1,500	–	–	﹤0.01%	1857
2024 Q4	$34.9K	Sell	1,500 -360	-19%	-$8.57K	﹤0.01%	1861
2024 Q3	$43.6K	Buy	1,860 +360	+24%	+$8.13K	﹤0.01%	1704
2024 Q2	$32.8K	Hold	1,500	–	–	﹤0.01%	1734
2024 Q1	$33.1K	Hold	1,500	–	–	﹤0.01%	1695
2023 Q4	$30.6K	Hold	1,500	–	–	﹤0.01%	1681
2023 Q3	$27.5K	Hold	1,500	–	–	﹤0.01%	1682
2023 Q2	$28.4K	Hold	1,500	–	–	﹤0.01%	1683
2023 Q1	$27.1K	Hold	1,500	–	–	﹤0.01%	1679
2022 Q4	$26.3K	Hold	1,500	–	–	﹤0.01%	1583
2022 Q3	$24K	Hold	1,500	–	–	﹤0.01%	1604
2022 Q2	$25K	Sell	1,500 -1,500	-50%	-$27.2K	﹤0.01%	1567
2022 Q1	$59K	Hold	3,000	–	–	﹤0.01%	1215
2021 Q4	$58K	Hold	3,000	–	–	﹤0.01%	1240
2021 Q3	$54K	Hold	3,000	–	–	﹤0.01%	1248
2021 Q2	$54K	Hold	3,000	–	–	﹤0.01%	1209
2021 Q1	$51K	Hold	3,000	–	–	﹤0.01%	1169
2020 Q4	$45K	Hold	3,000	–	–	﹤0.01%	1139
2020 Q3	$38K	Sell	3,000 -1,950	-39%	-$24.9K	﹤0.01%	1181
2020 Q2	$59K	Hold	4,950	–	–	﹤0.01%	979
2020 Q1	$50K	Hold	4,950	–	–	﹤0.01%	944
2019 Q4	$70K	Buy	4,950 +1,950	+65%	+$26.3K	0.01%	920
2019 Q3	$39K	Hold	3,000	–	–	﹤0.01%	1083
2019 Q2	$39K	Buy	+3,000	New	+$38.1K	﹤0.01%	996

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 $103B AUM 28.65% 1-Year Est. Return

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Brightwater Advisory Tampa, Florida $158M AUM 21.79% 1-Year Est. Return

Parallel Advisors's FNDB Position: Q2 2026 in Review

Parallel Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.17% in Q2 2026, buying an estimated $147 and bringing the position to 3,023 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Parallel Advisors first reported a position in FNDB in Q2 2019 and has held it in 29 quarters since. 145 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Parallel Advisors held 3,023 shares of Schwab Fundamental US Broad Market Index ETF worth $92.1K as of Q2 2026.
Parallel Advisors bought 5 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $147.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1766 holding.
Parallel Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2019 and has held it in 29 quarters since.
145 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.