Hochman Cole Investment Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Hochman Cole Investment 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
2021 Q3	$713K	Sell	39,924 -2,436	-6%	-$44.4K	0.28%	67
2021 Q2	$768K	Sell	42,360 -1,065	-2%	-$19.1K	0.31%	59
2021 Q1	$742K	Sell	43,425 -51	-0.1%	-$827	0.31%	57
2020 Q4	$651K	Sell	43,476 -7,563	-15%	-$105K	0.28%	58
2020 Q3	$649K	Sell	51,039 -9,525	-16%	-$122K	0.32%	53
2020 Q2	$732K	Sell	60,564 -3,393	-5%	-$39.2K	0.4%	50
2020 Q1	$655K	Sell	63,957 -7,230	-10%	-$92.9K	0.45%	45
2019 Q4	$1M	Buy	71,187 +75	+0.1%	+$1.01K	0.54%	43
2019 Q3	$928K	Sell	71,112 -927	-1%	-$12K	0.58%	39
2019 Q2	$929K	Sell	72,039 -15,729	-18%	-$200K	0.55%	40
2019 Q1	$1.1M	Buy	87,768 +9,354	+12%	+$114K	0.66%	35
2018 Q4	$875K	Buy	+78,414	New	+$960K	0.6%	36

Other funds holding FNDB

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $672B AUM 33.48% 1-Year Est. Return

TAM

Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

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

Hochman Cole Investment Advisors's FNDB Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 5.8% in Q3 2021, selling an estimated $44.4K and leaving 39,924 shares worth $713K. The position accounts for 0.28% of the portfolio, ranked #67.

Hochman Cole Investment Advisors first reported a position in FNDB in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.1M in Q1 2019. 91 funds tracked by Wall St. Rank hold FNDB as of Q3 2021.

Hochman Cole Investment Advisors held 39,924 shares of Schwab Fundamental US Broad Market Index ETF worth $713K as of Q3 2021.
Hochman Cole Investment Advisors sold 2,436 Schwab Fundamental US Broad Market Index ETF shares in Q3 2021, an estimated $44.4K.
Schwab Fundamental US Broad Market Index ETF made up 0.28% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #67 holding.
Hochman Cole Investment Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2018 and has held it in 12 quarters since.
Hochman Cole Investment Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $1.1M in Q1 2019.
91 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.