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

Washington Trust 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
Q2 		– Sell
-5,289
Closed -$102K – 956
2022
Q1 		$102K Hold
5,289
– – 0.01% 329
2021
Q4 		$102K Buy
+5,289
New +$99.6K 0.01% 362

Other funds holding FNDB

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return

Washington Trust Advisors's FNDB Position: Q2 2022 in Review

Washington Trust Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2022, closing a stake of 5,289 shares — an estimated $102K sold.

Washington Trust Advisors first reported a position in FNDB in Q4 2021 and held it in 2 quarters. The position peaked at $102K in Q1 2022. 99 funds tracked by Wall St. Rank hold FNDB as of Q2 2022.

  • Washington Trust Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 5,289 Schwab Fundamental US Broad Market Index ETF shares in Q2 2022, an estimated $102K.
  • Washington Trust Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2021 and held it in 2 quarters.
  • Washington Trust Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $102K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2022.

Based on Washington Trust Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.