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FNDBFNDB
31 quarters

Position history for HighTower Advisors, LLCHighTower Advisors, LLC's holdings in SCHWAB FUNDAMENTAL BROAD MKT

HighTower Advisors, LLC holds 548,150 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $16.7M as of 2026-Q2. The position was decreased (-16.2% shares). FNDB represents 0.0% of HighTower Advisors, LLC's portfolio.

Current Value

$16.7M

Current Shares

548,150

Total Value Change

+$8.9M

Total Shares Change

+316,216

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
548,150
-16.2%
$16.7M0.0%$30.46
0
2026-Q1
Decreased
654,061
-7.1%
$17.8M0.0%$28.06
0
2025-Q4
Increased
704,137
+1.7%
$18.7M0.0%$26.75
29
2025-Q3
Decreased
692,173
-0.4%
$17.8M0.0%$25.58
0
2025-Q2
Increased
695,144
+3.3%
$16.7M0.0%$23.67
29
2025-Q1
Increased
672,998
+1.0%
$15.5M0.0%$22.55
28
2024-Q4
Increased
666,080
+202.1%
$15.5M0.0%$22.83
45
2024-Q3
Increased
220,509
+1.3%
$15.5M0.0%$22.90
28
2024-Q2
Increased
217,606
+3.4%
$14.3M0.0%$21.29
29
2024-Q1
Decreased
210,512
-3.0%
$14M0.0%$21.41
0
2023-Q4
Increased
217,029
+6.5%
$13.3M0.0%$19.66
30
2023-Q3
Increased
203,845
+6.3%
$11.2M0.0%$17.63
30
2023-Q2
Increased
191,822
+0.5%
$10.9M0.0%$17.89
28
2023-Q1
Decreased
190,903
-0.6%
$10.3M0.0%$16.93
0
2022-Q4
Increased
191,987
+4.8%
$10.1M0.0%$16.60
29
2022-Q3
Increased
183,161
+3.8%
$8.6M0.0%$14.97
29
2022-Q2
Decreased
176,486
-1.3%
$8.9M0.0%$15.80
0
2022-Q1
Increased
178,872
+5.5%
$10.3M0.0%$18.19
29
2021-Q4
Increased
169,607
+0.7%
$9.8M0.0%$17.95
28
2021-Q3
Increased
168,368
+0.2%
$9M0.0%$16.74
28
2021-Q2
Decreased
167,973
-1.9%
$9.1M0.0%$16.58
0
2021-Q1
Decreased
171,181
-2.0%
$8.8M0.0%$15.71
0
2020-Q4
Decreased
174,638
-6.0%
$7.8M0.0%$13.58
0
2020-Q3
Decreased
185,864
-6.4%
$7.1M0.0%$11.42
0
2020-Q2
Decreased
198,524
-6.4%
$7.2M0.0%$10.72
0
2020-Q1
Decreased
212,167
-4.0%
$6.5M0.0%$9.29
0
2019-Q4
Decreased
221,079
-4.4%
$9.3M0.1%$12.45
0
2019-Q3
Decreased
231,195
-0.6%
$9M0.0%$11.44
0
2019-Q2
Increased
232,670
+2.3%
$9M0.1%$11.30
28
2019-Q1
Decreased
227,480
-1.9%
$8.6M0.1%$10.93
0
2018-Q4
New
231,934
-
$7.8M0.1%$9.65
38

Other major holders of FNDB: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC, EP Wealth Advisors, LLC

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