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Acorn Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-4,320
Closed -$54K – 224
2018
Q2 		$54K Buy
4,320
+984
+29% +$12.2K 0.05% 262
2018
Q1 		$41K Buy
3,336
+342
+11% +$4.28K 0.04% 297
2017
Q4 		$38K Buy
+2,994
New +$36K 0.03% 289

Other funds holding FNDB

OA
Opes Advisors Cupertino, California $140M AUM 7.58% 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
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Acorn Wealth Advisors's FNDB Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2018, closing a stake of 4,320 shares — an estimated $54K sold.

Acorn Wealth Advisors first reported a position in FNDB in Q4 2017 and held it in 3 quarters. The position peaked at $54K in Q2 2018. 54 funds tracked by Wall St. Rank hold FNDB as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4,320 Schwab Fundamental US Broad Market Index ETF shares in Q3 2018, an estimated $54K.
  • Acorn Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $54K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.