Glassman Wealth Services’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Glassman Wealth 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 Q4	–	Sell	-2,550	Closed	-$46K	–	1721
2021 Q3	$46K	Hold	2,550	–	–	0.01%	384
2021 Q2	$46K	Hold	2,550	–	–	0.01%	375
2021 Q1	$44K	Hold	2,550	–	–	0.01%	350
2020 Q4	$38K	Hold	2,550	–	–	0.01%	382
2020 Q3	$32K	Hold	2,550	–	–	0.01%	362
2020 Q2	$31K	Hold	2,550	–	–	0.01%	317
2020 Q1	$26K	Hold	2,550	–	–	0.01%	307
2019 Q4	$36K	Hold	2,550	–	–	0.01%	298
2019 Q3	$33K	Hold	2,550	–	–	0.01%	296
2019 Q2	$33K	Hold	2,550	–	–	0.01%	307
2019 Q1	$32K	Hold	2,550	–	–	0.01%	296
2018 Q4	$28K	Hold	2,550	–	–	0.02%	252
2018 Q3	$34K	Hold	2,550	–	–	0.02%	255
2018 Q2	$32K	Buy	+2,550	New	+$31.7K	0.02%	237

Other funds holding FNDB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

TAM

Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Glassman Wealth Services's FNDB Position: Q4 2021 in Review

Glassman Wealth Services sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2021, closing a stake of 2,550 shares — an estimated $46K sold.

Glassman Wealth Services first reported a position in FNDB in Q2 2018 and held it in 14 quarters. The position peaked at $46K in Q3 2021. 94 funds tracked by Wall St. Rank hold FNDB as of Q4 2021.

Glassman Wealth Services reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2021 after selling out during the quarter.
Glassman Wealth Services sold 2,550 Schwab Fundamental US Broad Market Index ETF shares in Q4 2021, an estimated $46K.
Glassman Wealth Services first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2018 and held it in 14 quarters.
Glassman Wealth Services's Schwab Fundamental US Broad Market Index ETF position peaked at $46K in Q3 2021.
94 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.