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

First Horizon 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
2023 Q1	–	Sell	-156	Closed	-$2.74K	–	2485
2022 Q4	$2.74K	Hold	156	–	–	﹤0.01%	1975
2022 Q3	$2K	Hold	156	–	–	﹤0.01%	1998
2022 Q2	$3K	Buy	+156	New	+$2.83K	﹤0.01%	1972
2017 Q4	–	Sell	-675	Closed	-$8K	–	1457
2017 Q3	$8K	Buy	+675	New	+$7.68K	﹤0.01%	1064
2015 Q1	–	Sell	-600	Closed	-$6K	–	1519
2014 Q4	$6K	Buy	+600	New	+$5.87K	﹤0.01%	1180

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

First Horizon Advisors's FNDB Position: Q1 2023 in Review

First Horizon Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2023, closing a stake of 156 shares — an estimated $2.74K sold.

First Horizon Advisors first reported a position in FNDB in Q4 2014 and held it in 5 quarters. The position peaked at $8K in Q3 2017. 107 funds tracked by Wall St. Rank hold FNDB as of Q1 2023.

First Horizon Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2023 after selling out during the quarter.
First Horizon Advisors sold 156 Schwab Fundamental US Broad Market Index ETF shares in Q1 2023, an estimated $2.74K.
First Horizon Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2014 and held it in 5 quarters.
First Horizon Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $8K in Q3 2017.
107 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2023.

Based on First Horizon Advisors's 13F filing for Q1 2023, filed 15 May 2023.