Wealthcare Advisory Partners’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Wealthcare Advisory Partners’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	-282	Closed	-$5K	–	996
2021 Q1	$5K	Buy	+282	New	+$4.57K	﹤0.01%	1645
2020 Q2	–	Sell	-282	Closed	-$3K	–	685
2020 Q1	$3K	Hold	282	–	–	﹤0.01%	1227
2019 Q4	$4K	Hold	282	–	–	﹤0.01%	1147
2019 Q3	$4K	Hold	282	–	–	﹤0.01%	1103
2019 Q2	$4K	Buy	+282	New	+$3.58K	﹤0.01%	1094

Other funds holding FNDB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's FNDB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2021, closing a stake of 282 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in FNDB in Q2 2019 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 91 funds tracked by Wall St. Rank hold FNDB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 282 Schwab Fundamental US Broad Market Index ETF shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2019 and held it in 5 quarters.
Wealthcare Advisory Partners's Schwab Fundamental US Broad Market Index ETF position peaked at $5K in Q1 2021.
91 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.