TLA
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Tanglewood Legacy Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Tanglewood Legacy Advisors’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 		$128K Hold
4,191
– – 0.04% 120
2026
Q1 		$114K Hold
4,191
– – 0.04% 123
2025
Q4 		$111K Hold
4,191
– – 0.04% 122
2025
Q3 		$108K Hold
4,191
– – 0.04% 128
2025
Q2 		$101K Hold
4,191
– – 0.04% 129
2025
Q1 		$96.4K Hold
4,191
– – 0.04% 133
2024
Q4 		$97.5K Buy
+4,191
New +$99.8K 0.04% 130

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 $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tanglewood Legacy Advisors's FNDB Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 4,191 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #120.

Tanglewood Legacy Advisors first reported a position in FNDB in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Tanglewood Legacy Advisors held 4,191 shares of Schwab Fundamental US Broad Market Index ETF worth $128K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.04% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #120 holding.
  • Tanglewood Legacy Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.