MWM
FNDB icon

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

Mission 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
2024
Q2 		– Sell
-14,481
Closed -$320K – 695
2024
Q1 		$320K Buy
+14,481
New +$303K 0.01% 535
2019
Q2 		– Sell
-21,000
Closed -$263K – 324
2019
Q1 		$263K Buy
+21,000
New +$256K 0.03% 253

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management's FNDB Position: Q2 2024 in Review

Mission Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2024, closing a stake of 14,481 shares — an estimated $320K sold.

Mission Wealth Management first reported a position in FNDB in Q1 2019 and held it in 2 quarters. The position peaked at $320K in Q1 2024. 133 funds tracked by Wall St. Rank hold FNDB as of Q2 2024.

  • Mission Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 14,481 Schwab Fundamental US Broad Market Index ETF shares in Q2 2024, an estimated $320K.
  • Mission Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2019 and held it in 2 quarters.
  • Mission Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $320K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.