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

USAdvisors 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
2018
Q4 		– Sell
-61,179
Closed -$806K – 51
2018
Q3 		$806K Buy
+61,179
New +$793K 0.58% 20

Other funds holding FNDB

OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

USAdvisors Wealth Management's FNDB Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2018, closing a stake of 61,179 shares — an estimated $806K sold.

USAdvisors Wealth Management first reported a position in FNDB in Q3 2018 and held it in 1 quarter. The position peaked at $806K in Q3 2018. 61 funds tracked by Wall St. Rank hold FNDB as of Q4 2018.

  • USAdvisors Wealth Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 61,179 Schwab Fundamental US Broad Market Index ETF shares in Q4 2018, an estimated $806K.
  • USAdvisors Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2018 and held it in 1 quarter.
  • USAdvisors Wealth Management's Schwab Fundamental US Broad Market Index ETF position peaked at $806K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2018.

Based on USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.