Sigma Planning Corp’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Sigma Planning Corp’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	$8.07M	Buy	+264,893	New	+$7.81M	0.2%	92

Other funds holding FNDB

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sigma Planning Corp's FNDB Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026: 264,893 shares worth $8.07M. The stake represents 0.2% of the portfolio and ranks #92 among its holdings.

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

Sigma Planning Corp held 264,893 shares of Schwab Fundamental US Broad Market Index ETF worth $8.07M as of Q2 2026.
Schwab Fundamental US Broad Market Index ETF was a new Sigma Planning Corp position in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.2% of Sigma Planning Corp's portfolio in Q2 2026, its #92 holding.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.