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MSI Financial Services’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

MSI Financial Services’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
2016
Q4 		$38K Buy
+3,498
New +$36.7K ﹤0.01% 2034

Other funds holding FNDB

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MSI Financial Services's FNDB Position: Q4 2016 in Review

MSI Financial Services opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2016: 3,498 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #2034 among its holdings.

38 funds tracked by Wall St. Rank hold FNDB as of Q4 2016.

  • MSI Financial Services held 3,498 shares of Schwab Fundamental US Broad Market Index ETF worth $38K as of Q4 2016.
  • Schwab Fundamental US Broad Market Index ETF was a new MSI Financial Services position in Q4 2016.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2034 holding.
  • 38 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.