Elevated Capital Advisors
FNDB icon

Elevated Capital Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Elevated Capital Advisors’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
Q3 		$99K Hold
3,234
– – 0.03% 206
2026
Q2 		$98.5K Hold
3,234
– – 0.03% 284
2026
Q1 		$88K Hold
3,234
– – 0.02% 294
2025
Q4 		$85.9K Buy
+3,234
New +$84.5K 0.02% 307

Other funds holding FNDB

AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Family Capital Management
Family Capital Management Grand Rapids, Michigan $261M AUM 16.52% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Leonard Rickey Investment Advisors
Leonard Rickey Investment Advisors Yakima, Washington $644M AUM 17.66% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Elevated Capital Advisors's FNDB Position: Q3 2026 in Review

Elevated Capital Advisors held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q3 2026 at 3,234 shares worth $99K. The position accounts for 0.03% of the portfolio, ranked #206.

Elevated Capital Advisors first reported a position in FNDB in Q4 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold FNDB as of Q3 2026.

  • Elevated Capital Advisors held 3,234 shares of Schwab Fundamental US Broad Market Index ETF worth $99K as of Q3 2026.
  • Elevated Capital Advisors left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q3 2026.
  • Schwab Fundamental US Broad Market Index ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q3 2026, its #206 holding.
  • Elevated Capital Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.