Wealth Enhancement Advisory Services
FNDB icon

Wealth Enhancement Advisory Services’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.58M Buy
51,538
+624
+1% +$18.4K ﹤0.01% 1735
2026
Q1 		$1.39M Buy
50,914
+5,375
+12% +$149K ﹤0.01% 1595
2025
Q4 		$1.24M Buy
45,539
+1
+0% +$26 ﹤0.01% 1806
2025
Q3 		$1.18M Buy
45,538
+1,126
+3% +$28K ﹤0.01% 1753
2025
Q2 		$1.09M Buy
+44,412
New +$1.01M ﹤0.01% 1702
2024
Q3 		– Sell
-14,202
Closed -$310K – 2843
2024
Q2 		$310K Buy
+14,202
New +$307K ﹤0.01% 1959

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's FNDB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 1.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 51,538 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Wealth Enhancement Advisory Services first reported a position in FNDB in Q2 2024 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 51,538 shares of Schwab Fundamental US Broad Market Index ETF worth $1.58M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 624 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $18.4K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1735 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2024 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.