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

Valeo Financial 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
2021
Q2 		– Sell
-9
Closed – – 977
2021
Q1 		$0 Hold
9
– – ﹤0.01% 2080
2020
Q4 		$0 Buy
+9
New +$125 ﹤0.01% 1728

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OWM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's FNDB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2021, closing a stake of 9 shares.

Valeo Financial Advisors first reported a position in FNDB in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 91 funds tracked by Wall St. Rank hold FNDB as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 9 Schwab Fundamental US Broad Market Index ETF shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $0 in Q1 2021.
  • 91 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.