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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
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

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

Savant Capital's FNDB Position: Q2 2026 in Review

Savant Capital opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026: 36,876 shares worth $1.13M. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Savant Capital previously reported a position in FNDB as recently as Q3 2024.

Savant Capital first reported a position in FNDB in Q3 2024 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Savant Capital held 36,876 shares of Schwab Fundamental US Broad Market Index ETF worth $1.13M as of Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF was a new Savant Capital position in Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #829 holding.
  • Savant Capital first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2024 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.