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Pinney & Scofield’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Pinney & Scofield’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 		$11K Hold
360
– – 0.01% 179
2026
Q1 		$9.79K Hold
360
– – 0.01% 187
2025
Q4 		$9.56K Hold
360
– – 0.01% 173
2025
Q3 		$9.27K Hold
360
– – 0.01% 175
2025
Q2 		$8.63K Hold
360
– – 0.01% 180
2025
Q1 		$8.28K Hold
360
– – 0.01% 175
2024
Q4 		$8.37K Buy
+360
New +$8.57K 0.01% 180

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

Pinney & Scofield's FNDB Position: Q2 2026 in Review

Pinney & Scofield held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 360 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #179.

Pinney & Scofield first reported a position in FNDB in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Pinney & Scofield held 360 shares of Schwab Fundamental US Broad Market Index ETF worth $11K as of Q2 2026.
  • Pinney & Scofield left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #179 holding.
  • Pinney & Scofield first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.