Rossby Financial
FNDB icon

Rossby Financial’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Rossby Financial’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
Q3 		$5.16M Buy
168,603
+1,630
+1% +$50.9K 0.77% 23
2026
Q2 		$5.09M Sell
166,973
-1,103
-0.7% -$32.5K 0.93% 20
2026
Q1 		$4.58M Buy
+168,076
New +$4.65M 0.94% 21

Other funds holding FNDB

AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Family Capital Management
Family Capital Management Grand Rapids, Michigan $261M AUM 16.52% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Leonard Rickey Investment Advisors
Leonard Rickey Investment Advisors Yakima, Washington $644M AUM 17.66% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Rossby Financial's FNDB Position: Q3 2026 in Review

Rossby Financial increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.98% in Q3 2026, buying an estimated $50.9K and bringing the position to 168,603 shares worth $5.16M. The position accounts for 0.77% of the portfolio, ranked #23.

Rossby Financial first reported a position in FNDB in Q1 2026 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Rossby Financial held 168,603 shares of Schwab Fundamental US Broad Market Index ETF worth $5.16M as of Q3 2026.
  • Rossby Financial bought 1,630 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $50.9K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.77% of Rossby Financial's portfolio in Q3 2026, its #23 holding.
  • Rossby Financial first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.