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

Resonant Capital 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
Q1 		$2.55M Sell
93,719
-1,466
-2% -$40.6K 0.13% 108
2025
Q4 		$2.53M Sell
95,185
-2,422
-2% -$63.3K 0.14% 109
2025
Q3 		$2.51M Sell
97,607
-640
-0.7% -$15.9K 0.15% 109
2025
Q2 		$2.36M Buy
98,247
+9,757
+11% +$222K 0.15% 107
2025
Q1 		$2.04M Buy
88,490
+4,345
+5% +$103K 0.14% 109
2024
Q4 		$1.96M Buy
84,145
+1,951
+2% +$46.5K 0.14% 110
2024
Q3 		$1.93M Sell
82,194
-1,407
-2% -$31.8K 0.14% 115
2024
Q2 		$1.84M Sell
83,601
-711
-0.8% -$15.4K 0.15% 111
2024
Q1 		$1.86M Hold
84,312
– – 0.16% 112
2023
Q4 		$1.72M Buy
84,312
+486
+0.6% +$9.19K 0.17% 114
2023
Q3 		$1.54M Sell
83,826
-3,540
-4% -$67.5K 0.16% 108
2023
Q2 		$1.65M Buy
87,366
+2,985
+4% +$54.3K 0.18% 105
2023
Q1 		$1.52M Buy
84,381
+675
+0.8% +$12.2K 0.17% 107
2022
Q4 		$1.47M Buy
+83,706
New +$1.46M 0.18% 107

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

Resonant Capital Advisors's FNDB Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 1.5% in Q1 2026, selling an estimated $40.6K and leaving 93,719 shares worth $2.55M. The position accounts for 0.13% of the portfolio, ranked #108.

Resonant Capital Advisors first reported a position in FNDB in Q4 2022 and has held it in 14 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • Resonant Capital Advisors held 93,719 shares of Schwab Fundamental US Broad Market Index ETF worth $2.55M as of Q1 2026.
  • Resonant Capital Advisors sold 1,466 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $40.6K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.13% of Resonant Capital Advisors's portfolio in Q1 2026, its #108 holding.
  • Resonant Capital Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and has held it in 14 quarters since.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.