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Guardian Financial Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Guardian Financial Partners’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 		$3.84M Sell
126,188
-8,297
-6% -$245K 1.5% 20
2026
Q1 		$3.66M Sell
134,485
-8,023
-6% -$222K 1.54% 18
2025
Q4 		$3.79M Sell
142,508
-25,763
-15% -$673K 1.6% 19
2025
Q3 		$4.33M Sell
168,271
-6,068
-3% -$151K 1.83% 17
2025
Q2 		$4.18M Sell
174,339
-1,566
-0.9% -$35.6K 1.88% 17
2025
Q1 		$4.05M Sell
175,905
-10,917
-6% -$259K 1.94% 17
2024
Q4 		$4.35M Sell
186,822
-2,775
-1% -$66.1K 2.58% 15
2024
Q3 		$4.45M Sell
189,597
-17,682
-9% -$399K 2.78% 13
2024
Q2 		$4.53M Sell
207,279
-4,785
-2% -$104K 3.01% 12
2024
Q1 		$4.68M Sell
212,064
-15,252
-7% -$319K 3.21% 11
2023
Q4 		$4.63M Sell
227,316
-24,117
-10% -$456K 3.8% 7
2023
Q3 		$4.62M Buy
+251,433
New +$4.79M 4.34% 5
2023
Q2 		– Sell
-284,232
Closed -$5.13M – 19
2023
Q1 		$5.13M Sell
284,232
-27,810
-9% -$504K 5.15% 5
2022
Q4 		$5.47M Sell
312,042
-28,242
-8% -$492K 5.81% 4
2022
Q3 		$5.35M Sell
340,284
-3,675
-1% -$64K 6.19% 4
2022
Q2 		$5.76M Buy
343,959
+6,123
+2% +$111K 6.45% 5
2022
Q1 		$6.33M Buy
337,836
+48,009
+17% +$914K 6.52% 5
2021
Q4 		$5.61M Buy
+289,827
New +$5.46M 5.35% 5

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 $103B AUM 28.65% 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

Guardian Financial Partners's FNDB Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 6.2% in Q2 2026, selling an estimated $245K and leaving 126,188 shares worth $3.84M. The position accounts for 1.5% of the portfolio, ranked #20.

Guardian Financial Partners first reported a position in FNDB in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.33M in Q1 2022. 172 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

  • Guardian Financial Partners held 126,188 shares of Schwab Fundamental US Broad Market Index ETF worth $3.84M as of Q2 2026.
  • Guardian Financial Partners sold 8,297 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $245K.
  • Schwab Fundamental US Broad Market Index ETF made up 1.5% of Guardian Financial Partners's portfolio in Q2 2026, its #20 holding.
  • Guardian Financial Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Financial Partners's Schwab Fundamental US Broad Market Index ETF position peaked at $6.33M in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.