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Core Wealth Advisors (Florida)’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Core Wealth Advisors (Florida)’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 		– Sell
-1,125
Closed -$24.8K – 113
2024
Q1 		$24.8K Hold
1,125
– – 0.01% 135
2023
Q4 		$22.9K Hold
1,125
– – 0.01% 133
2023
Q3 		$20.7K Hold
1,125
– – 0.01% 111
2023
Q2 		$21.3K Hold
1,125
– – 0.01% 111
2023
Q1 		$20.3K Hold
1,125
– – 0.01% 110
2022
Q4 		$19.7K Hold
1,125
– – 0.01% 117
2022
Q3 		$18K Hold
1,125
– – 0.01% 103
2022
Q2 		$19K Hold
1,125
– – 0.01% 108
2022
Q1 		$22K Hold
1,125
– – 0.01% 112
2021
Q4 		$22K Hold
1,125
– – 0.01% 124
2021
Q3 		$20K Hold
1,125
– – 0.01% 112
2021
Q2 		$20K Sell
1,125
-462
-29% -$8.3K 0.01% 104
2021
Q1 		$27K Hold
1,587
– – 0.02% 82
2020
Q4 		$24K Hold
1,587
– – 0.02% 85
2020
Q3 		$20K Buy
+1,587
New +$20.3K 0.02% 77

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 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
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 $38.8B AUM 21.88% 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 $151M AUM 17.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Core Wealth Advisors (Florida)'s FNDB Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2024, closing a stake of 1,125 shares — an estimated $24.8K sold.

Core Wealth Advisors (Florida) first reported a position in FNDB in Q3 2020 and held it in 15 quarters. The position peaked at $27K in Q1 2021. 133 funds tracked by Wall St. Rank hold FNDB as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 1,125 Schwab Fundamental US Broad Market Index ETF shares in Q2 2024, an estimated $24.8K.
  • Core Wealth Advisors (Florida) first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2020 and held it in 15 quarters.
  • Core Wealth Advisors (Florida)'s Schwab Fundamental US Broad Market Index ETF position peaked at $27K in Q1 2021.
  • 133 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.