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Freestone Capital Holdings’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-87
Closed -$1.3K – 638
2020
Q4 		$1.3K Hold
87
– – ﹤0.01% 1201
2020
Q3 		$1.11K Buy
+87
New +$1.11K ﹤0.01% 1106

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OWM
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LRIA
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Cambridge Investment Research Advisors
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TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CMO
Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Freestone Capital Holdings's FNDB Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2021, closing a stake of 87 shares — an estimated $1.3K sold.

Freestone Capital Holdings first reported a position in FNDB in Q3 2020 and held it in 2 quarters. The position peaked at $1.3K in Q4 2020. 82 funds tracked by Wall St. Rank hold FNDB as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 87 Schwab Fundamental US Broad Market Index ETF shares in Q1 2021, an estimated $1.3K.
  • Freestone Capital Holdings first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Schwab Fundamental US Broad Market Index ETF position peaked at $1.3K in Q4 2020.
  • 82 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.