PWMG
FNDB icon

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

Prestige Wealth Management 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
Q2 		– Sell
-780
Closed -$15K – 1003
2022
Q1 		$15K Sell
780
-195
-20% -$3.71K ﹤0.01% 394
2021
Q4 		$19K Buy
+975
New +$18.4K ﹤0.01% 387

Other funds holding FNDB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return

Prestige Wealth Management Group's FNDB Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2022, closing a stake of 780 shares — an estimated $15K sold.

Prestige Wealth Management Group first reported a position in FNDB in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 99 funds tracked by Wall St. Rank hold FNDB as of Q2 2022.

  • Prestige Wealth Management Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 780 Schwab Fundamental US Broad Market Index ETF shares in Q2 2022, an estimated $15K.
  • Prestige Wealth Management Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2021 and held it in 2 quarters.
  • Prestige Wealth Management Group's Schwab Fundamental US Broad Market Index ETF position peaked at $19K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.