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Sound Income Strategies’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Sound Income Strategies’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 		– Sell
-496
Closed -$13.5K – 1148
2026
Q1 		$13.5K Buy
496
+43
+9% +$1.19K ﹤0.01% 1364
2025
Q4 		$12.5K Hold
453
– – ﹤0.01% 1346
2025
Q3 		$11.6K Hold
453
– – ﹤0.01% 970
2025
Q2 		$10.9K Buy
+453
New +$10.3K ﹤0.01% 924

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 $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $158M AUM 21.79% 1-Year Est. Return

Sound Income Strategies's FNDB Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2026, closing a stake of 496 shares — an estimated $13.5K sold.

Sound Income Strategies first reported a position in FNDB in Q2 2025 and held it in 4 quarters. The position peaked at $13.5K in Q1 2026. 145 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 496 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $13.5K.
  • Sound Income Strategies first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's Schwab Fundamental US Broad Market Index ETF position peaked at $13.5K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.