RE Dickinson Investment Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

RE Dickinson 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
2023 Q3	–	Sell	-93	Closed	-$2K	–	272
2023 Q2	$2K	Hold	93	–	–	﹤0.01%	336
2023 Q1	$2K	Hold	93	–	–	﹤0.01%	364
2022 Q4	$2K	Hold	93	–	–	﹤0.01%	339
2022 Q3	$1K	Hold	93	–	–	﹤0.01%	237
2022 Q2	$2	Hold	93	–	–	﹤0.01%	243
2022 Q1	$2K	Buy	+93	New	+$1.77K	﹤0.01%	258

Other funds holding FNDB

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

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

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

OWM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFO

CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return

RE Dickinson Investment Advisors's FNDB Position: Q3 2023 in Review

RE Dickinson Investment Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2023, closing a stake of 93 shares — an estimated $2K sold.

RE Dickinson Investment Advisors first reported a position in FNDB in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2023. 109 funds tracked by Wall St. Rank hold FNDB as of Q3 2023.

RE Dickinson Investment Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 93 Schwab Fundamental US Broad Market Index ETF shares in Q3 2023, an estimated $2K.
RE Dickinson Investment Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2022 and held it in 6 quarters.
RE Dickinson Investment Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $2K in Q2 2023.
109 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.