USAdvisors Wealth Management
FNDB icon

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

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Leonard Rickey Investment Advisors
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Tiller Private Wealth
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RPGK
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Vigilant Capital Management
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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.