OBWG
FNDB icon

Onyx Bridge Wealth Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Onyx Bridge Wealth Group’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
2022
Q4 		– Sell
-13,833
Closed -$220K – 193
2022
Q3 		$220K Sell
13,833
-3,483
-20% -$60.6K 0.1% 136
2022
Q2 		$299K Buy
+17,316
New +$314K 0.13% 105

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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

Onyx Bridge Wealth Group's FNDB Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2022, closing a stake of 13,833 shares — an estimated $220K sold.

Onyx Bridge Wealth Group first reported a position in FNDB in Q2 2022 and held it in 2 quarters. The position peaked at $299K in Q2 2022. 107 funds tracked by Wall St. Rank hold FNDB as of Q4 2022.

  • Onyx Bridge Wealth Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 13,833 Schwab Fundamental US Broad Market Index ETF shares in Q4 2022, an estimated $220K.
  • Onyx Bridge Wealth Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2022 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's Schwab Fundamental US Broad Market Index ETF position peaked at $299K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.