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FNDBFNDB
2 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in SCHWAB FUNDAMENTAL BROAD MKT

EP Wealth Advisors, LLC holds 739,826 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $22.5M as of 2026-Q2. The position was increased (+6158.6% shares). FNDB represents 0.1% of EP Wealth Advisors, LLC's 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%$28.06
33

Other major holders of FNDB: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC

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