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Atwood & Palmer’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Atwood & Palmer’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
2019
Q2 		– Sell
-1,446
Closed -$18K – 315
2019
Q1 		$18K Buy
+1,446
New +$17.6K ﹤0.01% 227

Other funds holding FNDB

OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
CMO
Covenant Multifamily Offices San Antonio, Texas $557M AUM 25.75% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atwood & Palmer's FNDB Position: Q2 2019 in Review

Atwood & Palmer sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2019, closing a stake of 1,446 shares — an estimated $18K sold.

Atwood & Palmer first reported a position in FNDB in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 64 funds tracked by Wall St. Rank hold FNDB as of Q2 2019.

  • Atwood & Palmer reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2019 after selling out during the quarter.
  • Atwood & Palmer sold 1,446 Schwab Fundamental US Broad Market Index ETF shares in Q2 2019, an estimated $18K.
  • Atwood & Palmer first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2019 and held it in 1 quarter.
  • Atwood & Palmer's Schwab Fundamental US Broad Market Index ETF position peaked at $18K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.