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

Spire Wealth Management’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 Q1	–	Sell	-552	Closed	-$10K	–	2514
2022 Q4	$10K	Buy	+552	New	+$9.63K	﹤0.01%	1604
2022 Q3	–	Sell	-546	Closed	-$9K	–	2323
2022 Q2	$9K	Sell	546 -17,676	-97%	-$321K	﹤0.01%	1947
2022 Q1	$351K	Buy	18,222 +69	+0.4%	+$1.31K	0.01%	677
2021 Q4	$351K	Buy	18,153 +17,958	+9,209%	+$338K	0.01%	836
2021 Q3	$3K	Hold	195	–	–	﹤0.01%	2389
2021 Q2	$4K	Hold	195	–	–	﹤0.01%	2358
2021 Q1	$3K	Buy	+195	New	+$3.16K	﹤0.01%	2748

Other funds holding FNDB

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Spire Wealth Management's FNDB Position: Q1 2023 in Review

Spire Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2023, closing a stake of 552 shares — an estimated $10K sold.

Spire Wealth Management first reported a position in FNDB in Q1 2021 and held it in 7 quarters. The position peaked at $351K in Q1 2022. 107 funds tracked by Wall St. Rank hold FNDB as of Q1 2023.

Spire Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 552 Schwab Fundamental US Broad Market Index ETF shares in Q1 2023, an estimated $10K.
Spire Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $351K in Q1 2022.
107 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.