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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$434K Buy
14,264
+2,388
+20% +$70.4K ﹤0.01% 1777
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

Steward Partners Investment Advisory's FNDB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 20% in Q2 2026, buying an estimated $70.4K and bringing the position to 14,264 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Steward Partners Investment Advisory first reported a position in FNDB in Q1 2021 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Steward Partners Investment Advisory held 14,264 shares of Schwab Fundamental US Broad Market Index ETF worth $434K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,388 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $70.4K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1777 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 10 quarters since.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.