Jackson Creek Investment Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Jackson Creek 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
2022 Q1	–	Sell	-37,905	Closed	-$733K	–	321
2021 Q4	$733K	Sell	37,905 -5,205	-12%	-$98K	0.26%	196
2021 Q3	$770K	Sell	43,110 -867	-2%	-$15.8K	0.29%	188
2021 Q2	$797K	Sell	43,977 -2,415	-5%	-$43.4K	0.3%	187
2021 Q1	$793K	Buy	46,392 +3,990	+9%	+$64.7K	0.27%	193
2020 Q4	$635K	Buy	42,402 +4,866	+13%	+$67.7K	0.25%	212
2020 Q3	$477K	Buy	+37,536	New	+$479K	0.22%	232

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

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

OWM

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

GFP

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 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

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

Jackson Creek Investment Advisors's FNDB Position: Q1 2022 in Review

Jackson Creek Investment Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2022, closing a stake of 37,905 shares — an estimated $733K sold.

Jackson Creek Investment Advisors first reported a position in FNDB in Q3 2020 and held it in 6 quarters. The position peaked at $797K in Q2 2021. 95 funds tracked by Wall St. Rank hold FNDB as of Q1 2022.

Jackson Creek Investment Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 37,905 Schwab Fundamental US Broad Market Index ETF shares in Q1 2022, an estimated $733K.
Jackson Creek Investment Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2020 and held it in 6 quarters.
Jackson Creek Investment Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $797K in Q2 2021.
95 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.