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

Sound Stewardship’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
Q3 		$20.3M Buy
661,748
+12,200
+2% +$381K 8.23% 2
2026
Q2 		$19.8M Buy
649,548
+9,111
+1% +$269K 8.16% 2
2026
Q1 		$17.4M Buy
640,437
+5,416
+0.9% +$150K 7.98% 2
2025
Q4 		$16.9M Buy
635,021
+1,197
+0.2% +$31.3K 8.09% 2
2025
Q3 		$16.3M Buy
633,824
+17,311
+3% +$430K 7.83% 2
2025
Q2 		$14.8M Buy
616,513
+44,389
+8% +$1.01M 7.63% 2
2025
Q1 		$13.2M Sell
572,124
-10,449
-2% -$247K 7.5% 2
2024
Q4 		$13.6M Sell
582,573
-11,904
-2% -$284K 8.05% 2
2024
Q3 		$13.9M Buy
594,477
+6,453
+1% +$146K 7.83% 2
2024
Q2 		$12.9M Buy
588,024
+1,020
+0.2% +$22.1K 7.81% 2
2024
Q1 		$13M Buy
587,004
+3,507
+0.6% +$73.3K 7.86% 2
2023
Q4 		$11.9M Buy
583,497
+12,672
+2% +$240K 7.87% 1
2023
Q3 		$10.5M Buy
570,825
+3,621
+0.6% +$69K 7.04% 1
2023
Q2 		$10.7M Sell
567,204
-3,696
-0.6% -$67.2K 7.06% 1
2023
Q1 		$10.3M Buy
570,900
+14,220
+3% +$258K 6.93% 1
2022
Q4 		$9.76M Buy
+556,680
New +$9.71M 7.22% 1

Other funds holding FNDB

KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sound Stewardship's FNDB Position: Q3 2026 in Review

Sound Stewardship increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 1.9% in Q3 2026, buying an estimated $381K and bringing the position to 661,748 shares worth $20.3M. The position accounts for 8.23% of the portfolio, ranked #2.

Sound Stewardship first reported a position in FNDB in Q4 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Sound Stewardship held 661,748 shares of Schwab Fundamental US Broad Market Index ETF worth $20.3M as of Q3 2026.
  • Sound Stewardship bought 12,200 Schwab Fundamental US Broad Market Index ETF shares in Q3 2026, an estimated $381K.
  • Schwab Fundamental US Broad Market Index ETF made up 8.23% of Sound Stewardship's portfolio in Q3 2026, its #2 holding.
  • Sound Stewardship first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.