Wedmont Private Capital
FNDB icon

Wedmont Private Capital’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Wedmont Private Capital’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
Q3 		$254K Hold
8,150
– – 0.01% 853
2026
Q2 		$250K Hold
8,150
– – 0.01% 822
2026
Q1 		$228K Buy
+8,150
New +$226K 0.01% 765

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EP
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MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Foster Group
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YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wedmont Private Capital's FNDB Position: Q3 2026 in Review

Wedmont Private Capital held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q3 2026 at 8,150 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #853.

Wedmont Private Capital first reported a position in FNDB in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Wedmont Private Capital held 8,150 shares of Schwab Fundamental US Broad Market Index ETF worth $254K as of Q3 2026.
  • Wedmont Private Capital left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q3 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #853 holding.
  • Wedmont Private Capital first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.