CPIG
FNDB icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$661K Buy
22,938
+909
+4% +$25.2K 0.01% 731
2025
Q4 		$608K Hold
22,029
– – 0.02% 663
2025
Q3 		$577K Hold
22,029
– – 0.02% 619
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% -$1.05M 0.02% 505
2024
Q3 		$517K Buy
66,087
+44,058
+200% +$995K 0.02% 482
2024
Q2 		$499K Hold
22,029
– – 0.02% 466
2024
Q1 		$470K Buy
+22,029
New +$460K 0.02% 466

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return