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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$703K Hold
22,938
– – 0.01% 815
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 $5.44B AUM 26.35% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chicago Partners Investment Group's FNDB Position: Q2 2026 in Review

Chicago Partners Investment Group held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 22,938 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #815.

Chicago Partners Investment Group first reported a position in FNDB in Q1 2024 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Chicago Partners Investment Group held 22,938 shares of Schwab Fundamental US Broad Market Index ETF worth $703K as of Q2 2026.
  • Chicago Partners Investment Group left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #815 holding.
  • Chicago Partners Investment Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.