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

Moss Adams 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
2023
Q4 		– Sell
-900
Closed -$16.5K – 136
2023
Q3 		$16.5K Buy
+900
New +$17.2K 0.01% 137

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Moss Adams Wealth Advisors's FNDB Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2023, closing a stake of 900 shares — an estimated $16.5K sold.

Moss Adams Wealth Advisors first reported a position in FNDB in Q3 2023 and held it in 1 quarter. The position peaked at $16.5K in Q3 2023. 126 funds tracked by Wall St. Rank hold FNDB as of Q4 2023.

  • Moss Adams Wealth Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 900 Schwab Fundamental US Broad Market Index ETF shares in Q4 2023, an estimated $16.5K.
  • Moss Adams Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $16.5K in Q3 2023.
  • 126 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.