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Resolute Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Resolute 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
2022
Q1 		– Sell
-1,656
Closed -$32K – 144
2021
Q4 		$32K Buy
1,656
+6
+0.4% +$113 ﹤0.01% 103
2021
Q3 		$29K Buy
1,650
+9
+0.5% +$164 ﹤0.01% 183
2021
Q2 		$30K Buy
+1,641
New +$29.5K ﹤0.01% 132

Other funds holding FNDB

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 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
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return

Resolute Advisors's FNDB Position: Q1 2022 in Review

Resolute Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2022, closing a stake of 1,656 shares — an estimated $32K sold.

Resolute Advisors first reported a position in FNDB in Q2 2021 and held it in 3 quarters. The position peaked at $32K in Q4 2021. 95 funds tracked by Wall St. Rank hold FNDB as of Q1 2022.

  • Resolute Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2022 after selling out during the quarter.
  • Resolute Advisors sold 1,656 Schwab Fundamental US Broad Market Index ETF shares in Q1 2022, an estimated $32K.
  • Resolute Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2021 and held it in 3 quarters.
  • Resolute Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $32K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2022.

Based on Resolute Advisors's 13F filing for Q1 2022, filed 11 May 2022.