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Denver PWM’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Denver PWM’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
2019
Q4 		– Sell
-456
Closed -$5.92K – 124
2019
Q3 		$5.92K Buy
+456
New +$5.88K ﹤0.01% 199

Other funds holding FNDB

OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
CMO
Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Denver PWM's FNDB Position: Q4 2019 in Review

Denver PWM sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2019, closing a stake of 456 shares — an estimated $5.92K sold.

Denver PWM first reported a position in FNDB in Q3 2019 and held it in 1 quarter. The position peaked at $5.92K in Q3 2019. 71 funds tracked by Wall St. Rank hold FNDB as of Q4 2019.

  • Denver PWM reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 456 Schwab Fundamental US Broad Market Index ETF shares in Q4 2019, an estimated $5.92K.
  • Denver PWM first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Schwab Fundamental US Broad Market Index ETF position peaked at $5.92K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.