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Patriot Investment Management Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Patriot Investment Management Group’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
2023
Q1 		– Sell
-5,685
Closed -$106K – 277
2022
Q4 		$106K Buy
+5,685
New +$99.1K 0.01% 276
2020
Q3 		– Sell
-5,922
Closed -$71.6K – 353
2020
Q2 		$71.6K Buy
+5,922
New +$68.4K 0.01% 293

Other funds holding FNDB

CC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return

Patriot Investment Management Group's FNDB Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2023, closing a stake of 5,685 shares — an estimated $106K sold.

Patriot Investment Management Group first reported a position in FNDB in Q2 2020 and held it in 2 quarters. The position peaked at $106K in Q4 2022. 107 funds tracked by Wall St. Rank hold FNDB as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 5,685 Schwab Fundamental US Broad Market Index ETF shares in Q1 2023, an estimated $106K.
  • Patriot Investment Management Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Schwab Fundamental US Broad Market Index ETF position peaked at $106K in Q4 2022.
  • 107 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.