Winthrop Advisory Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Winthrop Advisory Group’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	$286K	Buy	9,395 +48	+0.5%	+$1.42K	0.02%	179
2026 Q1	$254K	Buy	9,347 +87	+0.9%	+$2.41K	0.02%	165
2025 Q4	$246K	Buy	9,260 +58	+0.6%	+$1.51K	0.02%	161
2025 Q3	$237K	Buy	9,202 +59	+0.6%	+$1.47K	0.02%	160
2025 Q2	$219K	Buy	9,143 +51	+0.6%	+$1.16K	0.02%	163
2025 Q1	$209K	Buy	+9,092	New	+$215K	0.03%	146
2024 Q4	–	Sell	-8,985	Closed	-$211K	–	162
2024 Q3	$211K	Buy	+8,985	New	+$203K	0.03%	143

Other funds holding FNDB

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Winthrop Advisory Group's FNDB Position: Q2 2026 in Review

Winthrop Advisory Group increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.51% in Q2 2026, buying an estimated $1.42K and bringing the position to 9,395 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #179.

Winthrop Advisory Group first reported a position in FNDB in Q3 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Winthrop Advisory Group held 9,395 shares of Schwab Fundamental US Broad Market Index ETF worth $286K as of Q2 2026.
Winthrop Advisory Group bought 48 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $1.42K.
Schwab Fundamental US Broad Market Index ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #179 holding.
Winthrop Advisory Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.