Savant Capital
FNDB icon

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

Savant Capital’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 		$1.66M Buy
54,100
+17,224
+47% +$538K ﹤0.01% 925
2026
Q2 		$1.13M Buy
+36,876
New +$1.09M ﹤0.01% 829
2024
Q4 		– Sell
-13,611
Closed -$319K – 1455
2024
Q3 		$319K Buy
+13,611
New +$307K ﹤0.01% 1061

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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Brightwater Advisory
Brightwater Advisory Tampa, Florida $157M AUM 13.11% 1-Year Est. Return

Savant Capital's FNDB Position: Q3 2026 in Review

Savant Capital increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 47% in Q3 2026, buying an estimated $538K and bringing the position to 54,100 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Savant Capital first reported a position in FNDB in Q3 2024 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Savant Capital held 54,100 shares of Schwab Fundamental US Broad Market Index ETF worth $1.66M as of Q3 2026.
  • Savant Capital bought 17,224 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $538K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #925 holding.
  • Savant Capital first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2024 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.