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Quantitative Advantage’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Quantitative Advantage’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 		$326K Buy
+18,066
New +$327K 0.05% 105

Other funds holding FNDB

CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
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 $38.8B AUM 21.88% 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

Quantitative Advantage's FNDB Position: Q1 2023 in Review

Quantitative Advantage opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2023: 18,066 shares worth $326K. The stake represents 0.05% of the portfolio and ranks #105 among its holdings.

107 funds tracked by Wall St. Rank hold FNDB as of Q1 2023.

  • Quantitative Advantage held 18,066 shares of Schwab Fundamental US Broad Market Index ETF worth $326K as of Q1 2023.
  • Schwab Fundamental US Broad Market Index ETF was a new Quantitative Advantage position in Q1 2023.
  • Schwab Fundamental US Broad Market Index ETF made up 0.05% of Quantitative Advantage's portfolio in Q1 2023, its #105 holding.
  • 107 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.