CPIG
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Chicago Partners Investment Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Chicago Partners Investment Group’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$543K Hold
22,029
– – 0.02% 566
2025
Q1 		$494K Hold
22,029
– – 0.02% 520
2024
Q4 		$514K Sell
22,029
-44,058
-67% -$1.03M 0.02% 505
2024
Q3 		$517K Buy
66,087
+44,058
+200% +$345K 0.02% 482
2024
Q2 		$499K Hold
22,029
– – 0.02% 466
2024
Q1 		$470K Buy
+22,029
New +$470K 0.02% 466