Plante Moran Financial Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Plante Moran Financial 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	–	Sell	-351	Closed	-$9.56K	–	1607
2026 Q1	$9.56K	Hold	351	–	–	﹤0.01%	519
2025 Q4	$9.34K	Hold	351	–	–	﹤0.01%	567
2025 Q3	$9.04K	Hold	351	–	–	﹤0.01%	562
2025 Q2	$8.43K	Sell	351 -36	-9%	-$818	﹤0.01%	584
2025 Q1	$8.91K	Buy	+387	New	+$9.16K	﹤0.01%	587
2020 Q1	–	Sell	-1,317	Closed	-$19K	–	767
2019 Q4	$19K	Hold	1,317	–	–	0.01%	469
2019 Q3	$17K	Hold	1,317	–	–	0.01%	523
2019 Q2	$17K	Hold	1,317	–	–	0.01%	496
2019 Q1	$17K	Hold	1,317	–	–	0.01%	496
2018 Q4	$15K	Buy	1,317 +6	+0.5%	+$73	0.01%	455
2018 Q3	$17K	Buy	1,311 +6	+0.5%	+$78	0.01%	444
2018 Q2	$16K	Hold	1,305	–	–	0.01%	499
2018 Q1	$16K	Buy	1,305 +6	+0.5%	+$75	0.01%	539
2017 Q4	$16K	Buy	+1,299	New	+$15.6K	0.01%	529

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

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

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

FCM

Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Plante Moran Financial Advisors's FNDB Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026, closing a stake of 351 shares — an estimated $9.56K sold.

Plante Moran Financial Advisors first reported a position in FNDB in Q4 2017 and held it in 14 quarters. The position peaked at $19K in Q4 2019. 103 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Plante Moran Financial Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 351 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $9.56K.
Plante Moran Financial Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2017 and held it in 14 quarters.
Plante Moran Financial Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $19K in Q4 2019.
103 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.