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Robertson Stephens Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Robertson Stephens Wealth Management’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 		$212K Buy
+6,969
New +$206K 0.01% 608

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

Robertson Stephens Wealth Management's FNDB Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026: 6,969 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #608 among its holdings.

172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,969 shares of Schwab Fundamental US Broad Market Index ETF worth $212K as of Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #608 holding.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.