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Waverly Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Waverly 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 		$388K Hold
12,734
– – ﹤0.01% 1287
2026
Q1 		$346K Buy
+12,734
New +$353K ﹤0.01% 1244

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

Waverly Advisors's FNDB Position: Q2 2026 in Review

Waverly Advisors held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 12,734 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Waverly Advisors first reported a position in FNDB in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Waverly Advisors held 12,734 shares of Schwab Fundamental US Broad Market Index ETF worth $388K as of Q2 2026.
  • Waverly 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 ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1287 holding.
  • Waverly Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.