Steward Partners Investment Advisory’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Steward Partners Investment Advisory’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 Q1	$323K	Hold	11,876	–	–	﹤0.01%	1770
2025 Q4	$316K	Buy	11,876 +1,348	+13%	+$35.2K	﹤0.01%	1681
2025 Q3	$271K	Buy	10,528 +3,403	+48%	+$84.5K	﹤0.01%	1704
2025 Q2	$171K	Buy	7,125 +3,657	+105%	+$83.1K	﹤0.01%	1832
2025 Q1	$79.8K	Hold	3,468	–	–	﹤0.01%	2145
2024 Q4	$80.7K	Hold	3,468	–	–	﹤0.01%	2089
2024 Q3	$81.3K	Hold	3,468	–	–	﹤0.01%	1984
2024 Q2	$75.8K	Buy	+3,468	New	+$75K	﹤0.01%	1909
2021 Q2	–	Sell	-10,053	Closed	-$172K	–	7198
2021 Q1	$172K	Buy	+10,053	New	+$163K	﹤0.01%	1366

Other funds holding FNDB

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's FNDB Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q1 2026 at 11,876 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Steward Partners Investment Advisory first reported a position in FNDB in Q1 2021 and has held it in 9 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

Steward Partners Investment Advisory held 11,876 shares of Schwab Fundamental US Broad Market Index ETF worth $323K as of Q1 2026.
Steward Partners Investment Advisory left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1770 holding.
Steward Partners Investment Advisory first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2021 and has held it in 9 quarters since.
170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.