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FNDBFNDB
2 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Yes. EP Wealth Advisors holds 739,826 shares of FNDB, worth $22.5M, as of its Q2 2026 13F filing. It increased the position from 11,821 shares in Q1 2026. EP Wealth Advisors has held FNDB since Q1 2026, across 2 quarterly 13F filings. FNDB is 0.1% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$22.5M

Current Shares

739,826

Total Value Change

+$22.2M

Total Shares Change

+728,005

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
739,826
+6158.6%
$22.5M0.1%$30.46
46
2026-Q1
New
11,821
-
$321,5440.0%$27.10
33

Other major holders of FNDB: AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC

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