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GHP Investment Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

GHP Investment 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
Q1 		– Sell
-200
Closed -$5.31K – 1448
2025
Q4 		$5.31K Buy
+200
New +$5.22K ﹤0.01% 808

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
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

GHP Investment Advisors's FNDB Position: Q1 2026 in Review

GHP Investment Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2026, closing a stake of 200 shares — an estimated $5.31K sold.

GHP Investment Advisors first reported a position in FNDB in Q4 2025 and held it in 1 quarter. The position peaked at $5.31K in Q4 2025. 171 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • GHP Investment Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 200 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $5.31K.
  • GHP Investment Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2025 and held it in 1 quarter.
  • GHP Investment Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $5.31K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.