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Financial Architects (New Jersey)’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Financial Architects (New Jersey)’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
-2,613
Closed -$32K – 443
2020
Q2 		$32K Sell
2,613
-24
-0.9% -$277 0.01% 479
2020
Q1 		$27K Buy
2,637
+15
+0.6% +$193 0.01% 462
2019
Q4 		$37K Buy
2,622
+1,869
+248% +$25.2K 0.01% 473
2019
Q3 		$10K Buy
753
+33
+5% +$426 ﹤0.01% 725
2019
Q2 		$9K Sell
720
-36
-5% -$457 ﹤0.01% 902
2019
Q1 		$9K Hold
756
– – ﹤0.01% 1106
2018
Q4 		$8K Hold
756
– – ﹤0.01% 1038
2018
Q3 		$10K Sell
756
-9
-1% -$117 ﹤0.01% 1109
2018
Q2 		$10K Hold
765
– – ﹤0.01% 984
2018
Q1 		$9K Hold
765
– – ﹤0.01% 1109
2017
Q4 		$10K Hold
765
– – ﹤0.01% 1154
2017
Q3 		$9K Sell
765
-11,091
-94% -$126K ﹤0.01% 1150
2017
Q2 		$133K Buy
11,856
+1,509
+15% +$16.9K 0.02% 415
2017
Q1 		$116K Buy
10,347
+6,864
+197% +$76.4K 0.02% 430
2016
Q4 		$38K Buy
3,483
+2,088
+150% +$21.9K 0.01% 647
2016
Q3 		$14K Buy
1,395
+588
+73% +$6.05K ﹤0.01% 924
2016
Q2 		$8K Buy
807
+15
+2% +$148 ﹤0.01% 1023
2016
Q1 		$8K Buy
+792
New +$7.27K ﹤0.01% 798
2015
Q3 		– Sell
-1,047
Closed -$10K – 471
2015
Q2 		$10K Hold
1,047
– – ﹤0.01% 795
2015
Q1 		$10K Buy
+1,047
New +$10.5K ﹤0.01% 717

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

Financial Architects (New Jersey)'s FNDB Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2020, closing a stake of 2,613 shares — an estimated $32K sold.

Financial Architects (New Jersey) first reported a position in FNDB in Q1 2015 and held it in 20 quarters. The position peaked at $133K in Q2 2017. 70 funds tracked by Wall St. Rank hold FNDB as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,613 Schwab Fundamental US Broad Market Index ETF shares in Q3 2020, an estimated $32K.
  • Financial Architects (New Jersey) first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2015 and held it in 20 quarters.
  • Financial Architects (New Jersey)'s Schwab Fundamental US Broad Market Index ETF position peaked at $133K in Q2 2017.
  • 70 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.