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

Lindbrook Capital’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
2020
Q1 		– Sell
-468
Closed -$7K – 1737
2019
Q4 		$7K Buy
+468
New +$6.32K ﹤0.01% 1008

Other funds holding FNDB

OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
CMO
Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Lindbrook Capital's FNDB Position: Q1 2020 in Review

Lindbrook Capital sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2020, closing a stake of 468 shares — an estimated $7K sold.

Lindbrook Capital first reported a position in FNDB in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 71 funds tracked by Wall St. Rank hold FNDB as of Q1 2020.

  • Lindbrook Capital reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2020 after selling out during the quarter.
  • Lindbrook Capital sold 468 Schwab Fundamental US Broad Market Index ETF shares in Q1 2020, an estimated $7K.
  • Lindbrook Capital first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2019 and held it in 1 quarter.
  • Lindbrook Capital's Schwab Fundamental US Broad Market Index ETF position peaked at $7K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.