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CFS Investment Advisory Services’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

CFS Investment Advisory Services’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
Q3 		– Sell
-39,435
Closed -$715K – 204
2021
Q2 		$715K Buy
+39,435
New +$708K 0.65% 15

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CFS Investment Advisory Services's FNDB Position: Q3 2021 in Review

CFS Investment Advisory Services sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2021, closing a stake of 39,435 shares — an estimated $715K sold.

CFS Investment Advisory Services first reported a position in FNDB in Q2 2021 and held it in 1 quarter. The position peaked at $715K in Q2 2021. 91 funds tracked by Wall St. Rank hold FNDB as of Q3 2021.

  • CFS Investment Advisory Services reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2021 after selling out during the quarter.
  • CFS Investment Advisory Services sold 39,435 Schwab Fundamental US Broad Market Index ETF shares in Q3 2021, an estimated $715K.
  • CFS Investment Advisory Services first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2021 and held it in 1 quarter.
  • CFS Investment Advisory Services's Schwab Fundamental US Broad Market Index ETF position peaked at $715K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2021.

Based on CFS Investment Advisory Services's 13F filing for Q3 2021, filed 19 Nov 2021.