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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
Q2 		$3.56M Buy
116,763
+23,044
+25% +$680K 0.17% 95
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 $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

Resonant Capital Advisors's FNDB Position: Q2 2026 in Review

Resonant Capital Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 25% in Q2 2026, buying an estimated $680K and bringing the position to 116,763 shares worth $3.56M. The position accounts for 0.17% of the portfolio, ranked #95.

Resonant Capital Advisors first reported a position in FNDB in Q4 2022 and has held it in 15 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Resonant Capital Advisors held 116,763 shares of Schwab Fundamental US Broad Market Index ETF worth $3.56M as of Q2 2026.
  • Resonant Capital Advisors bought 23,044 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $680K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.17% of Resonant Capital Advisors's portfolio in Q2 2026, its #95 holding.
  • Resonant Capital Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.