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Sheets Smith Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-167,574
Closed -$1.72M – 275
2020
Q1 		$1.72M Buy
+167,574
New +$2.15M 0.36% 72

Other funds holding FNDB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CMO
Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return

Sheets Smith Wealth Management's FNDB Position: Q2 2020 in Review

Sheets Smith Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2020, closing a stake of 167,574 shares — an estimated $1.72M sold.

Sheets Smith Wealth Management first reported a position in FNDB in Q1 2020 and held it in 1 quarter. The position peaked at $1.72M in Q1 2020. 69 funds tracked by Wall St. Rank hold FNDB as of Q2 2020.

  • Sheets Smith Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 167,574 Schwab Fundamental US Broad Market Index ETF shares in Q2 2020, an estimated $1.72M.
  • Sheets Smith Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2020 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $1.72M in Q1 2020.
  • 69 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2020, filed 17 Jul 2020.