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

Beam 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
2021
Q4 		– Sell
-30,180
Closed -$539K – 102
2021
Q3 		$539K Buy
30,180
+354
+1% +$6.45K 0.46% 72
2021
Q2 		$541K Buy
29,826
+2,529
+9% +$45.4K 0.47% 71
2021
Q1 		$467K Buy
+27,297
New +$442K 0.42% 78

Other funds holding FNDB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beam Wealth Advisors's FNDB Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2021, closing a stake of 30,180 shares — an estimated $539K sold.

Beam Wealth Advisors first reported a position in FNDB in Q1 2021 and held it in 3 quarters. The position peaked at $541K in Q2 2021. 94 funds tracked by Wall St. Rank hold FNDB as of Q4 2021.

  • Beam Wealth Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 30,180 Schwab Fundamental US Broad Market Index ETF shares in Q4 2021, an estimated $539K.
  • Beam Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2021 and held it in 3 quarters.
  • Beam Wealth Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $541K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.