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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

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
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 $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCM
Family Capital Management Grand Rapids, Michigan $258M AUM 23.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 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.

103 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.
  • 103 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.