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

Sequoia Financial 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 		$249K Sell
8,187
-2,400
-23% -$70.8K ﹤0.01% 1815
2026
Q1 		$288K Buy
10,587
+2,400
+29% +$66.5K ﹤0.01% 1594
2025
Q4 		$218K Hold
8,187
– – ﹤0.01% 1763
2025
Q3 		$211K Buy
+8,187
New +$203K ﹤0.01% 1610
2024
Q1 		– Sell
-14,373
Closed -$293K – 1217
2023
Q4 		$293K Buy
+14,373
New +$272K ﹤0.01% 940

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

Sequoia Financial Advisors's FNDB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 23% in Q2 2026, selling an estimated $70.8K and leaving 8,187 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Sequoia Financial Advisors first reported a position in FNDB in Q4 2023 and has held it in 5 quarters since. The position peaked at $293K in Q4 2023. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Sequoia Financial Advisors held 8,187 shares of Schwab Fundamental US Broad Market Index ETF worth $249K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,400 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $70.8K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1815 holding.
  • Sequoia Financial Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $293K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.