MYCIO Wealth Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

MYCIO Wealth Partners’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	-26,817	Closed	-$377K	–	153
2019 Q4	$377K	Hold	26,817	–	–	0.02%	233
2019 Q3	$350K	Sell	26,817 -4,173	-13%	-$53.8K	0.03%	222
2019 Q2	$400K	Hold	30,990	–	–	0.03%	190
2019 Q1	$388K	Hold	30,990	–	–	0.03%	183
2018 Q4	$346K	Hold	30,990	–	–	0.03%	191
2018 Q3	$408K	Hold	30,990	–	–	0.04%	174
2018 Q2	$386K	Hold	30,990	–	–	0.04%	184
2018 Q1	$374K	Hold	30,990	–	–	0.04%	157
2017 Q4	$385K	Hold	30,990	–	–	0.04%	168
2017 Q3	$362K	Hold	30,990	–	–	0.04%	171
2017 Q2	$348K	Hold	30,990	–	–	0.04%	158
2017 Q1	$348K	Hold	30,990	–	–	0.04%	165
2016 Q4	$336K	Hold	30,990	–	–	0.05%	151
2016 Q3	$320K	Hold	30,990	–	–	0.05%	129
2016 Q2	$310K	Buy	+30,990	New	+$307K	0.05%	130

Other funds holding FNDB

OWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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 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

MYCIO Wealth Partners's FNDB Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2020, closing a stake of 26,817 shares — an estimated $377K sold.

MYCIO Wealth Partners first reported a position in FNDB in Q2 2016 and held it in 15 quarters. The position peaked at $408K in Q3 2018. 71 funds tracked by Wall St. Rank hold FNDB as of Q1 2020.

MYCIO Wealth Partners reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 26,817 Schwab Fundamental US Broad Market Index ETF shares in Q1 2020, an estimated $377K.
MYCIO Wealth Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2016 and held it in 15 quarters.
MYCIO Wealth Partners's Schwab Fundamental US Broad Market Index ETF position peaked at $408K in Q3 2018.
71 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.