GWA
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Guidant Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Guidant Wealth Advisors’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
Q3 		$73K Buy
5,613
+33
+0.6% +$426 0.03% 155
2019
Q2 		$72K Hold
5,580
– – 0.03% 157
2019
Q1 		$70K Buy
+5,580
New +$68.1K 0.03% 162

Other funds holding FNDB

OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Guidant Wealth Advisors's FNDB Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab Fundamental US Broad Market Index ETF (FNDB) stake by 0.59% in Q3 2019, buying an estimated $426 and bringing the position to 5,613 shares worth $73K. The position accounts for 0.03% of the portfolio, ranked #155.

Guidant Wealth Advisors first reported a position in FNDB in Q1 2019 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold FNDB as of Q3 2019.

  • Guidant Wealth Advisors held 5,613 shares of Schwab Fundamental US Broad Market Index ETF worth $73K as of Q3 2019.
  • Guidant Wealth Advisors bought 33 Schwab Fundamental US Broad Market Index ETF shares in Q3 2019, an estimated $426.
  • Schwab Fundamental US Broad Market Index ETF made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #155 holding.
  • Guidant Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2019 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.