HHM Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

HHM Wealth 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 Q2	$2.7M	Sell	88,708 -1,785	-2%	-$52.6K	0.27%	32
2026 Q1	$2.46M	Sell	90,493 -2,920	-3%	-$80.9K	0.28%	30
2025 Q4	$2.48M	Sell	93,413 -75	-0.1%	-$1.96K	0.29%	30
2025 Q3	$2.41M	Sell	93,488 -3,205	-3%	-$79.6K	0.28%	34
2025 Q2	$2.32M	Hold	96,693	–	–	0.28%	32
2025 Q1	$2.22M	Sell	96,693 -2,580	-3%	-$61.1K	0.3%	31
2024 Q4	$2.31M	Sell	99,273 -2,103	-2%	-$50.1K	0.31%	30
2024 Q3	$2.38M	Sell	101,376 -15,600	-13%	-$352K	0.34%	28
2024 Q2	$2.56M	Sell	116,976 -5,475	-4%	-$118K	0.38%	22
2024 Q1	$2.7M	Sell	122,451 -4,380	-3%	-$91.5K	0.45%	19
2023 Q4	$2.58M	Sell	126,831 -4,380	-3%	-$82.9K	0.45%	18
2023 Q3	$2.41M	Sell	131,211 -510	-0.4%	-$9.72K	0.47%	19
2023 Q2	$2.49M	Sell	131,721 -1,371	-1%	-$24.9K	0.47%	19
2023 Q1	$2.4M	Sell	133,092 -1,155	-0.9%	-$20.9K	0.49%	21
2022 Q4	$2.35M	Buy	134,247 +1,119	+0.8%	+$19.5K	0.54%	19
2022 Q3	$2.09M	Sell	133,128 -1,011	-0.8%	-$17.6K	0.55%	20
2022 Q2	$2.25M	Hold	134,139	–	–	0.58%	22
2022 Q1	$2.58M	Sell	134,139 -1,779	-1%	-$33.9K	0.6%	23
2021 Q4	$2.63M	Sell	135,918 -8,886	-6%	-$167K	0.63%	22
2021 Q3	$2.58M	Sell	144,804 -4,080	-3%	-$74.3K	0.7%	20
2021 Q2	$2.7M	Sell	148,884 -5,670	-4%	-$102K	0.73%	19
2021 Q1	$2.64M	Buy	154,554 +2,601	+2%	+$42.2K	0.82%	19
2020 Q4	$2.27M	Sell	151,953 -1,650	-1%	-$23K	0.78%	18
2020 Q3	$1.95M	Sell	153,603 -60,129	-28%	-$767K	0.78%	20
2020 Q2	$2.58M	Sell	213,732 -100,461	-32%	-$1.16M	1.08%	13
2020 Q1	$3.21M	Sell	314,193 -111,891	-26%	-$1.44M	1.57%	10
2019 Q4	$5.99M	Sell	426,084 -364,383	-46%	-$4.92M	2.88%	9
2019 Q3	$10.3M	Sell	790,467 -5,400	-0.7%	-$69.7K	5.87%	6
2019 Q2	$10.3M	Buy	795,867 +15,573	+2%	+$198K	6.05%	6
2019 Q1	$9.78M	Sell	780,294 -10,962	-1%	-$134K	6.26%	6
2018 Q4	$8.83M	Buy	+791,256	New	+$9.69M	6.47%	5

Other funds holding FNDB

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

TAM

Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

HHM Wealth Advisors's FNDB Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 2% in Q2 2026, selling an estimated $52.6K and leaving 88,708 shares worth $2.7M. The position accounts for 0.27% of the portfolio, ranked #32.

HHM Wealth Advisors first reported a position in FNDB in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.3M in Q3 2019. 41 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

HHM Wealth Advisors held 88,708 shares of Schwab Fundamental US Broad Market Index ETF worth $2.7M as of Q2 2026.
HHM Wealth Advisors sold 1,785 Schwab Fundamental US Broad Market Index ETF shares in Q2 2026, an estimated $52.6K.
Schwab Fundamental US Broad Market Index ETF made up 0.27% of HHM Wealth Advisors's portfolio in Q2 2026, its #32 holding.
HHM Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $10.3M in Q3 2019.
41 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.