BFEC
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Benjamin F. Edwards & Company’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$22K Hold
1,008
– – ﹤0.01% 1523
2024
Q1 		$22K Hold
1,008
– – ﹤0.01% 1501
2023
Q4 		$21K Buy
+1,008
New +$19.1K ﹤0.01% 1477

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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 $104B AUM 28.3% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $158M AUM 21.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's FNDB Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2024 at 1,008 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Benjamin F. Edwards & Company first reported a position in FNDB in Q4 2023 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold FNDB as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,008 shares of Schwab Fundamental US Broad Market Index ETF worth $22K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2024.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1523 holding.
  • Benjamin F. Edwards & Company first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.