HighTower Advisors
FNDB icon

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

HighTower 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 		$17.8M Sell
654,061
-50,076
-7% -$1.39M 0.02% 651
2025
Q4 		$18.7M Buy
704,137
+11,964
+2% +$313K 0.02% 631
2025
Q3 		$17.8M Sell
692,173
-2,971
-0.4% -$73.8K 0.02% 634
2025
Q2 		$16.7M Buy
695,144
+22,146
+3% +$503K 0.02% 608
2025
Q1 		$15.5M Buy
672,998
+6,918
+1% +$164K 0.02% 617
2024
Q4 		$15.5M Buy
666,080
+4,553
+0.7% +$108K 0.02% 597
2024
Q3 		$15.5M Buy
661,527
+8,709
+1% +$197K 0.02% 588
2024
Q2 		$14.3M Buy
652,818
+21,282
+3% +$460K 0.02% 582
2024
Q1 		$14M Sell
631,536
-19,551
-3% -$408K 0.02% 573
2023
Q4 		$13.3M Buy
651,087
+39,552
+6% +$748K 0.02% 600
2023
Q3 		$11.2M Buy
611,535
+36,069
+6% +$687K 0.02% 626
2023
Q2 		$10.9M Buy
575,466
+2,757
+0.5% +$50.1K 0.02% 608
2023
Q1 		$10.3M Sell
572,709
-3,252
-0.6% -$58.9K 0.02% 621
2022
Q4 		$10.1M Buy
575,961
+26,478
+5% +$462K 0.02% 611
2022
Q3 		$8.63M Buy
549,483
+20,025
+4% +$349K 0.02% 615
2022
Q2 		$8.87M Sell
529,458
-7,158
-1% -$130K 0.02% 612
2022
Q1 		$10.3M Buy
536,616
+27,795
+5% +$529K 0.02% 615
2021
Q4 		$9.85M Buy
508,821
+3,717
+0.7% +$70K 0.02% 615
2021
Q3 		$9.02M Buy
505,104
+1,185
+0.2% +$21.6K 0.02% 578
2021
Q2 		$9.13M Sell
503,919
-9,624
-2% -$173K 0.03% 553
2021
Q1 		$8.78M Sell
513,543
-10,371
-2% -$168K 0.03% 531
2020
Q4 		$7.84M Sell
523,914
-33,678
-6% -$469K 0.03% 443
2020
Q3 		$7.09M Sell
557,592
-37,980
-6% -$485K 0.03% 438
2020
Q2 		$7.19M Sell
595,572
-40,929
-6% -$473K 0.04% 408
2020
Q1 		$6.51M Sell
636,501
-26,736
-4% -$343K 0.04% 378
2019
Q4 		$9.31M Sell
663,237
-30,348
-4% -$410K 0.06% 354
2019
Q3 		$9.05M Sell
693,585
-4,425
-0.6% -$57.1K 0.05% 363
2019
Q2 		$9M Buy
698,010
+15,570
+2% +$198K 0.05% 351
2019
Q1 		$8.56M Sell
682,440
-13,362
-2% -$163K 0.06% 341
2018
Q4 		$7.77M Sell
695,802
-2,865
-0.4% -$35.1K 0.06% 327
2018
Q3 		$9.21M Sell
698,667
-9,570
-1% -$124K 0.07% 313
2018
Q2 		$8.82M Buy
708,237
+2,130
+0.3% +$26.4K 0.07% 310
2018
Q1 		$8.52M Sell
706,107
-2,415
-0.3% -$30.2K 0.07% 298
2017
Q4 		$8.8M Buy
708,522
+12,060
+2% +$145K 0.07% 291
2017
Q3 		$8.14M Buy
696,462
+58,365
+9% +$664K 0.07% 316
2017
Q2 		$7.17M Buy
638,097
+3,042
+0.5% +$34.1K 0.06% 338
2017
Q1 		$7.13M Buy
635,055
+200,094
+46% +$2.23M 0.07% 320
2016
Q4 		$4.72M Buy
434,961
+92,955
+27% +$976K 0.05% 395
2016
Q3 		$3.54M Hold
342,006
– – 0.04% 477
2016
Q2 		$3.42M Buy
342,006
+42,945
+14% +$425K 0.04% 450
2016
Q1 		$2.93M Buy
299,061
+39,000
+15% +$358K 0.01% 575
2015
Q4 		$2.47M Buy
260,061
+29,685
+13% +$286K 0.03% 552
2015
Q3 		$2.08M Sell
230,376
-3,819
-2% -$36.7K 0.03% 600
2015
Q2 		$2.31M Buy
234,195
+87,324
+59% +$886K 0.04% 495
2015
Q1 		$1.47M Buy
146,871
+1,341
+0.9% +$13.4K 0.02% 680
2014
Q4 		$1.46M Buy
145,530
+107,610
+284% +$1.05M 0.02% 680
2014
Q3 		$365K Buy
+37,920
New +$369K 0.01% 1131

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
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
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

HighTower Advisors's FNDB Position: Q1 2026 in Review

HighTower Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 7.1% in Q1 2026, selling an estimated $1.39M and leaving 654,061 shares worth $17.8M. The position accounts for 0.02% of the portfolio, ranked #651.

HighTower Advisors first reported a position in FNDB in Q3 2014 and has held it in 47 quarters since. The position peaked at $18.7M in Q4 2025. 170 funds tracked by Wall St. Rank hold FNDB as of Q1 2026.

  • HighTower Advisors held 654,061 shares of Schwab Fundamental US Broad Market Index ETF worth $17.8M as of Q1 2026.
  • HighTower Advisors sold 50,076 Schwab Fundamental US Broad Market Index ETF shares in Q1 2026, an estimated $1.39M.
  • Schwab Fundamental US Broad Market Index ETF made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #651 holding.
  • HighTower Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2014 and has held it in 47 quarters since.
  • HighTower Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $18.7M in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.