Firestone Capital Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Firestone Capital Management’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
2021 Q4	–	Sell	-5,154	Closed	-$93K	–	234
2021 Q3	$93K	Hold	5,154	–	–	0.03%	175
2021 Q2	$93K	Hold	5,154	–	–	0.03%	170
2021 Q1	$88K	Hold	5,154	–	–	0.03%	174
2020 Q4	$77K	Hold	5,154	–	–	0.03%	181
2020 Q3	$66K	Hold	5,154	–	–	0.03%	170
2020 Q2	$62K	Hold	5,154	–	–	0.03%	169
2020 Q1	$53K	Buy	+5,154	New	+$66.2K	0.03%	175

Other funds holding FNDB

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

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

OWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GFP

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

TAM

Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return

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

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

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

Firestone Capital Management's FNDB Position: Q4 2021 in Review

Firestone Capital Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2021, closing a stake of 5,154 shares — an estimated $93K sold.

Firestone Capital Management first reported a position in FNDB in Q1 2020 and held it in 7 quarters. The position peaked at $93K in Q3 2021. 94 funds tracked by Wall St. Rank hold FNDB as of Q4 2021.

Firestone Capital Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 5,154 Schwab Fundamental US Broad Market Index ETF shares in Q4 2021, an estimated $93K.
Firestone Capital Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2020 and held it in 7 quarters.
Firestone Capital Management's Schwab Fundamental US Broad Market Index ETF position peaked at $93K in Q3 2021.
94 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.