Creative Planning
FNDB icon

Creative Planning’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Creative Planning’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 		$1.45M Buy
53,438
+6,899
+15% +$191K ﹤0.01% 2162
2025
Q4 		$1.24M Buy
46,539
+3,364
+8% +$87.9K ﹤0.01% 2112
2025
Q3 		$1.11M Sell
43,175
-66
-0.2% -$1.64K ﹤0.01% 2013
2025
Q2 		$1.04M Sell
43,241
-6,519
-13% -$148K ﹤0.01% 1815
2025
Q1 		$1.14M Buy
49,760
+7,650
+18% +$181K ﹤0.01% 1622
2024
Q4 		$979K Sell
42,110
-301
-0.7% -$7.17K ﹤0.01% 1652
2024
Q3 		$995K Sell
42,411
-924
-2% -$20.9K ﹤0.01% 1514
2024
Q2 		$947K Buy
43,335
+1,959
+5% +$42.4K ﹤0.01% 1442
2024
Q1 		$914K Buy
41,376
+3,882
+10% +$81.1K ﹤0.01% 1397
2023
Q4 		$764K Buy
37,494
+612
+2% +$11.6K ﹤0.01% 1413
2023
Q3 		$677K Buy
36,882
+8,637
+31% +$165K ﹤0.01% 1363
2023
Q2 		$534K Buy
28,245
+4,587
+19% +$83.4K ﹤0.01% 1505
2023
Q1 		$427K Buy
23,658
+24
+0.1% +$435 ﹤0.01% 1569
2022
Q4 		$415K Buy
+23,634
New +$412K ﹤0.01% 1528
2017
Q3 		– Sell
-5,589
Closed -$63K – 2522
2017
Q2 		$63K Sell
5,589
-3,399
-38% -$38.1K ﹤0.01% 2327
2017
Q1 		$101K Buy
8,988
+8,544
+1,924% +$95K ﹤0.01% 1954
2016
Q4 		$5K Buy
+444
New +$4.66K ﹤0.01% 3946
2016
Q3 		– Sell
-1,191
Closed -$12K – 4622
2016
Q2 		$12K Sell
1,191
-570
-32% -$5.64K ﹤0.01% 3122
2016
Q1 		$17K Buy
1,761
+699
+66% +$6.42K ﹤0.01% 2865
2015
Q4 		$10K Buy
1,062
+12
+1% +$116 ﹤0.01% 3293
2015
Q3 		$10K Buy
+1,050
New +$10.1K ﹤0.01% 3196

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

Creative Planning's FNDB Position: Q1 2026 in Review

Creative Planning increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 15% in Q1 2026, buying an estimated $191K and bringing the position to 53,438 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Creative Planning first reported a position in FNDB in Q3 2015 and has held it in 21 quarters since. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • Creative Planning held 53,438 shares of Schwab Fundamental US Broad Market Index ETF worth $1.45M as of Q1 2026.
  • Creative Planning bought 6,899 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $191K.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2162 holding.
  • Creative Planning first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2015 and has held it in 21 quarters since.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.