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Hoover Financial Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Hoover Financial 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
Q2 		$51K Hold
2,838
– – 0.01% 271
2021
Q1 		$51K Hold
2,838
– – 0.01% 264
2020
Q4 		$45K Hold
2,838
– – 0.01% 247
2020
Q3 		$36K Hold
2,838
– – 0.01% 144
2020
Q2 		$34K Buy
+2,838
New +$32.8K 0.01% 220

Other funds holding FNDB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoover Financial Advisors's FNDB Position: Q2 2021 in Review

Hoover Financial Advisors held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2021 at 2,838 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #271.

Hoover Financial Advisors first reported a position in FNDB in Q2 2020 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold FNDB as of Q2 2021.

  • Hoover Financial Advisors held 2,838 shares of Schwab Fundamental US Broad Market Index ETF worth $51K as of Q2 2021.
  • Hoover Financial Advisors left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2021.
  • Schwab Fundamental US Broad Market Index ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #271 holding.
  • Hoover Financial Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2020 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.