TCI Wealth Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-156	Closed	-$2.79K	–	943
2023 Q1	$2.79K	Buy	156 +3	+2%	+$54	﹤0.01%	1886
2022 Q4	$2.7K	Hold	153	–	–	﹤0.01%	1901
2022 Q3	$2K	Hold	153	–	–	﹤0.01%	1926
2022 Q2	$3K	Buy	153 +3	+2%	+$54	﹤0.01%	1797
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	1874
2021 Q4	$3K	Buy	+150	New	+$2.83K	﹤0.01%	1998
2019 Q1	–	Sell	-4,851	Closed	-$54K	–	1443
2018 Q4	$54K	Buy	+4,851	New	+$59.4K	0.03%	305

Other funds holding FNDB

Callan Capital La Jolla, California $1.35B AUM 8.35% 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

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

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return

TCI Wealth Advisors's FNDB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2023, closing a stake of 156 shares — an estimated $2.79K sold.

TCI Wealth Advisors first reported a position in FNDB in Q4 2018 and held it in 7 quarters. The position peaked at $54K in Q4 2018. 108 funds tracked by Wall St. Rank hold FNDB as of Q2 2023.

TCI Wealth Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 156 Schwab Fundamental US Broad Market Index ETF shares in Q2 2023, an estimated $2.79K.
TCI Wealth Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2018 and held it in 7 quarters.
TCI Wealth Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $54K in Q4 2018.
108 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.