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

Redwood 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
2024
Q3 		– Sell
-135
Closed -$2.95K – 487
2024
Q2 		$2.95K Buy
+135
New +$2.92K ﹤0.01% 835

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

Redwood Wealth Management Group's FNDB Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2024, closing a stake of 135 shares — an estimated $2.95K sold.

Redwood Wealth Management Group first reported a position in FNDB in Q2 2024 and held it in 1 quarter. The position peaked at $2.95K in Q2 2024. 138 funds tracked by Wall St. Rank hold FNDB as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 135 Schwab Fundamental US Broad Market Index ETF shares in Q3 2024, an estimated $2.95K.
  • Redwood Wealth Management Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Schwab Fundamental US Broad Market Index ETF position peaked at $2.95K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.