MCC
FNDB icon

Money Concepts Capital’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-480
Closed -$8.42K – 1356
2022
Q4 		$8.42K Buy
+480
New +$8.37K ﹤0.01% 2097

Other funds holding FNDB

CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return

Money Concepts Capital's FNDB Position: Q1 2023 in Review

Money Concepts Capital sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2023, closing a stake of 480 shares — an estimated $8.42K sold.

Money Concepts Capital first reported a position in FNDB in Q4 2022 and held it in 1 quarter. The position peaked at $8.42K in Q4 2022. 107 funds tracked by Wall St. Rank hold FNDB as of Q1 2023.

  • Money Concepts Capital reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 480 Schwab Fundamental US Broad Market Index ETF shares in Q1 2023, an estimated $8.42K.
  • Money Concepts Capital first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Schwab Fundamental US Broad Market Index ETF position peaked at $8.42K in Q4 2022.
  • 107 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.