LWA
FNDB icon

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

Lenox 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
Q1 		– Sell
-1,512
Closed -$17K – 611
2018
Q4 		$17K Hold
1,512
– – ﹤0.01% 207
2018
Q3 		$20K Buy
+1,512
New +$19.6K ﹤0.01% 207

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
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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

Lenox Wealth Advisors's FNDB Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2019, closing a stake of 1,512 shares — an estimated $17K sold.

Lenox Wealth Advisors first reported a position in FNDB in Q3 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 60 funds tracked by Wall St. Rank hold FNDB as of Q1 2019.

  • Lenox Wealth Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,512 Schwab Fundamental US Broad Market Index ETF shares in Q1 2019, an estimated $17K.
  • Lenox Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2018 and held it in 2 quarters.
  • Lenox Wealth Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $20K in Q3 2018.
  • 60 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.