EWM
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Edge Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-1,125
Closed -$14K – 514
2020
Q2 		$14K Sell
1,125
-810
-42% -$9.36K ﹤0.01% 419
2020
Q1 		$20K Hold
1,935
– – ﹤0.01% 313
2019
Q4 		$27K Hold
1,935
– – 0.01% 307
2019
Q3 		$25K Hold
1,935
– – 0.01% 312
2019
Q2 		$25K Hold
1,935
– – 0.01% 320
2019
Q1 		$24K Sell
1,935
-1,323
-41% -$16.1K 0.01% 313
2018
Q4 		$36K Hold
3,258
– – 0.01% 274
2018
Q3 		$43K Hold
3,258
– – 0.01% 268
2018
Q2 		$41K Sell
3,258
-450
-12% -$5.59K 0.01% 267
2018
Q1 		$45K Sell
3,708
-8,001
-68% -$100K 0.01% 234
2017
Q4 		$145K Sell
11,709
-1,644
-12% -$19.8K 0.04% 145
2017
Q3 		$156K Buy
13,353
+1,596
+14% +$18.2K 0.05% 139
2017
Q2 		$133K Sell
11,757
-3,270
-22% -$36.6K 0.04% 151
2017
Q1 		$169K Sell
15,027
-765
-5% -$8.51K 0.06% 130
2016
Q4 		$172K Buy
+15,792
New +$166K 0.07% 123

Other funds holding FNDB

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
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Edge Wealth Management's FNDB Position: Q3 2020 in Review

Edge Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2020, closing a stake of 1,125 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in FNDB in Q4 2016 and held it in 15 quarters. The position peaked at $172K in Q4 2016. 70 funds tracked by Wall St. Rank hold FNDB as of Q3 2020.

  • Edge Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 1,125 Schwab Fundamental US Broad Market Index ETF shares in Q3 2020, an estimated $14K.
  • Edge Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2016 and held it in 15 quarters.
  • Edge Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $172K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.