Wealthspire Advisors (Maryland)’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	–	Sell	-68,445	Closed	-$827K	–	513
2020 Q2	$827K	Buy	68,445 +600	+0.9%	+$6.93K	0.06%	183
2020 Q1	$694K	Sell	67,845 -1,500	-2%	-$19.3K	0.06%	193
2019 Q4	$974K	Buy	69,345 +1,500	+2%	+$20.3K	0.07%	178
2019 Q3	$885K	Hold	67,845	–	–	0.06%	165
2019 Q2	$875K	Hold	67,845	–	–	0.07%	152
2019 Q1	$850K	Hold	67,845	–	–	0.06%	153
2018 Q4	$757K	Hold	67,845	–	–	0.07%	155
2018 Q3	$894K	Hold	67,845	–	–	0.07%	157
2018 Q2	$845K	Hold	67,845	–	–	0.08%	148
2018 Q1	$819K	Hold	67,845	–	–	0.08%	160
2017 Q4	$843K	Hold	67,845	–	–	0.08%	156
2017 Q3	$793K	Hold	67,845	–	–	0.09%	152
2017 Q2	$763K	Hold	67,845	–	–	0.09%	147
2017 Q1	$762K	Hold	67,845	–	–	0.11%	122
2016 Q4	$736K	Sell	67,845 -60	-0.1%	-$630	0.11%	123
2016 Q3	$702K	Hold	67,905	–	–	0.11%	130
2016 Q2	$680K	Buy	67,905 +60	+0.1%	+$594	0.11%	131
2016 Q1	$664K	Hold	67,845	–	–	0.12%	124
2015 Q4	$645K	Buy	+67,845	New	+$653K	0.12%	123

Other funds holding FNDB

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

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

LRIA

Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

TAM

Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

CMO

Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FNDB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2020, closing a stake of 68,445 shares — an estimated $827K sold.

Wealthspire Advisors (Maryland) first reported a position in FNDB in Q4 2015 and held it in 19 quarters. The position peaked at $974K in Q4 2019. 70 funds tracked by Wall St. Rank hold FNDB as of Q3 2020.

Wealthspire Advisors (Maryland) reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 68,445 Schwab Fundamental US Broad Market Index ETF shares in Q3 2020, an estimated $827K.
Wealthspire Advisors (Maryland) first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2015 and held it in 19 quarters.
Wealthspire Advisors (Maryland)'s Schwab Fundamental US Broad Market Index ETF position peaked at $974K in Q4 2019.
70 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.