Almanack Investment Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Almanack Investment 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
2022 Q4	–	Sell	-513	Closed	-$8K	–	529
2022 Q3	$8K	Buy	+513	New	+$8.93K	﹤0.01%	505
2020 Q4	–	Sell	-30,291	Closed	-$422K	–	417
2020 Q3	$422K	Sell	30,291 -83,712	-73%	-$1.07M	0.05%	239
2020 Q2	$1.38M	Sell	114,003 -96,618	-46%	-$1.12M	0.25%	49
2020 Q1	$2.15M	Buy	210,621 +72,597	+53%	+$932K	0.46%	37
2019 Q4	$1.94M	Buy	138,024 +47,736	+53%	+$645K	0.37%	47
2019 Q3	$1.18M	Buy	90,288 +51,555	+133%	+$665K	0.23%	63
2019 Q2	$502K	Buy	38,733 +1,863	+5%	+$23.7K	0.12%	96
2019 Q1	$462K	Buy	+36,870	New	+$450K	0.13%	75

Other funds holding FNDB

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GFP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFO

CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return

Almanack Investment Partners's FNDB Position: Q4 2022 in Review

Almanack Investment Partners sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2022, closing a stake of 513 shares — an estimated $8K sold.

Almanack Investment Partners first reported a position in FNDB in Q1 2019 and held it in 8 quarters. The position peaked at $2.15M in Q1 2020. 107 funds tracked by Wall St. Rank hold FNDB as of Q4 2022.

Almanack Investment Partners reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 513 Schwab Fundamental US Broad Market Index ETF shares in Q4 2022, an estimated $8K.
Almanack Investment Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2019 and held it in 8 quarters.
Almanack Investment Partners's Schwab Fundamental US Broad Market Index ETF position peaked at $2.15M in Q1 2020.
107 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.