Wealthspire Advisors (New York)’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Wealthspire Advisors (New York)’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	$2.16M	Buy	79,329 +555	+0.7%	+$15.4K	0.02%	280
2025 Q4	$2.09M	Buy	78,774 +8,034	+11%	+$210K	0.02%	289
2025 Q3	$1.82M	Hold	70,740	–	–	0.01%	288
2025 Q2	$1.7M	Hold	70,740	–	–	0.01%	300
2025 Q1	$1.63M	Hold	70,740	–	–	0.01%	302
2024 Q4	$1.65M	Hold	70,740	–	–	0.02%	274
2024 Q3	$1.66M	Hold	70,740	–	–	0.02%	282
2024 Q2	$1.55M	Hold	70,740	–	–	0.02%	241
2024 Q1	$1.56M	Hold	70,740	–	–	0.02%	239
2023 Q4	$1.44M	Hold	70,740	–	–	0.02%	249
2023 Q3	$1.3M	Hold	70,740	–	–	0.02%	236
2023 Q2	$1.34M	Hold	70,740	–	–	0.02%	209
2023 Q1	$1.28M	Sell	70,740 -105	-0.1%	-$1.9K	0.02%	209
2022 Q4	$1.24M	Hold	70,845	–	–	0.02%	220
2022 Q3	$1.11M	Hold	70,845	–	–	0.02%	208
2022 Q2	$1.19M	Hold	70,845	–	–	0.02%	194
2022 Q1	$1.36M	Buy	70,845 +3,000	+4%	+$57.1K	0.03%	159
2021 Q4	$1.31M	Hold	67,845	–	–	0.03%	193
2021 Q3	$1.21M	Hold	67,845	–	–	0.03%	223
2021 Q2	$1.23M	Sell	67,845 -3,000	-4%	-$53.9K	0.03%	142
2021 Q1	$1.21M	Buy	+70,845	New	+$1.15M	0.03%	229
2020 Q2	–	Sell	-70,845	Closed	-$725K	–	366
2020 Q1	$725K	Buy	+70,845	New	+$910K	0.03%	243

Other funds holding FNDB

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

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 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 $38.8B AUM 21.88% 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

Wealthspire Advisors (New York)'s FNDB Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.7% in Q1 2026, buying an estimated $15.4K and bringing the position to 79,329 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #280.

Wealthspire Advisors (New York) first reported a position in FNDB in Q1 2020 and has held it in 22 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

Wealthspire Advisors (New York) held 79,329 shares of Schwab Fundamental US Broad Market Index ETF worth $2.16M as of Q1 2026.
Wealthspire Advisors (New York) bought 555 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $15.4K.
Schwab Fundamental US Broad Market Index ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #280 holding.
Wealthspire Advisors (New York) first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2020 and has held it in 22 quarters since.
170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.