IFWM
FNDB icon

Institute for Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Institute for 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
Q1 		– Sell
-540
Closed -$8K – 482
2019
Q4 		$8K Buy
+540
New +$7.29K ﹤0.01% 613

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
CMO
Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 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
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Institute for Wealth Management's FNDB Position: Q1 2020 in Review

Institute for Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2020, closing a stake of 540 shares — an estimated $8K sold.

Institute for Wealth Management first reported a position in FNDB in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 71 funds tracked by Wall St. Rank hold FNDB as of Q1 2020.

  • Institute for Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 540 Schwab Fundamental US Broad Market Index ETF shares in Q1 2020, an estimated $8K.
  • Institute for Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $8K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.