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Werba Rubin Papier Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Werba Rubin Papier Wealth Management’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 		$631K Buy
20,713
+60
+0.3% +$1.77K 0.08% 136
2026
Q1 		$562K Hold
20,653
– – 0.08% 128
2025
Q4 		$549K Sell
20,653
-3,600
-15% -$94K 0.15% 103
2025
Q3 		$624K Buy
24,253
+7,679
+46% +$191K 0.1% 107
2025
Q2 		$397K Hold
16,574
– – 0.07% 131
2025
Q1 		$381K Hold
16,574
– – 0.08% 119
2024
Q4 		$386K Sell
16,574
-1
-0% -$24 0.09% 119
2024
Q3 		$389K Hold
16,575
– – 0.09% 117
2024
Q2 		$362K Hold
16,575
– – 0.1% 109
2024
Q1 		$366K Hold
16,575
– – 0.11% 92
2023
Q4 		$338K Hold
16,575
– – 0.11% 76
2023
Q3 		$304K Hold
16,575
– – 0.11% 84
2023
Q2 		$313K Buy
16,575
+81
+0.5% +$1.47K 0.11% 82
2023
Q1 		$298K Buy
16,494
+78
+0.5% +$1.41K 0.12% 76
2022
Q4 		$288K Buy
+16,416
New +$286K 0.12% 74

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

Werba Rubin Papier Wealth Management's FNDB Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.29% in Q2 2026, buying an estimated $1.77K and bringing the position to 20,713 shares worth $631K. The position accounts for 0.08% of the portfolio, ranked #136.

Werba Rubin Papier Wealth Management first reported a position in FNDB in Q4 2022 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 20,713 shares of Schwab Fundamental US Broad Market Index ETF worth $631K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 60 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $1.77K.
  • Schwab Fundamental US Broad Market Index ETF made up 0.08% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.