Shine Investment Advisory Services’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Shine Investment Advisory Services’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 Q3	$1K	Hold	42	–	–	﹤0.01%	701
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	711
2020 Q1	$0	Hold	42	–	–	﹤0.01%	733
2019 Q4	$1K	Hold	42	–	–	﹤0.01%	714
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	711
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	673
2019 Q1	$1K	Hold	42	–	–	﹤0.01%	683
2018 Q4	$0	Buy	+42	New	+$514	﹤0.01%	676

Other funds holding FNDB

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

OWM

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

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

TAM

Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

CMO

Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Shine Investment Advisory Services's FNDB Position: Q3 2020 in Review

Shine Investment Advisory Services held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q3 2020 at 42 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Shine Investment Advisory Services first reported a position in FNDB in Q4 2018 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold FNDB as of Q3 2020.

Shine Investment Advisory Services held 42 shares of Schwab Fundamental US Broad Market Index ETF worth $1K as of Q3 2020.
Shine Investment Advisory Services left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q3 2020.
Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #701 holding.
Shine Investment Advisory Services first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2018 and has held it in 8 quarters since.
70 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.