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

CreativeOne Wealth’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
-38,766
Closed -$486K – 174
2019
Q1 		$486K Buy
+38,766
New +$473K 0.13% 74

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 $94.2B AUM 21.24% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 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 $3.23B AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CreativeOne Wealth's FNDB Position: Q2 2019 in Review

CreativeOne Wealth sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2019, closing a stake of 38,766 shares — an estimated $486K sold.

CreativeOne Wealth first reported a position in FNDB in Q1 2019 and held it in 1 quarter. The position peaked at $486K in Q1 2019. 64 funds tracked by Wall St. Rank hold FNDB as of Q2 2019.

  • CreativeOne Wealth reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2019 after selling out during the quarter.
  • CreativeOne Wealth sold 38,766 Schwab Fundamental US Broad Market Index ETF shares in Q2 2019, an estimated $486K.
  • CreativeOne Wealth first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2019 and held it in 1 quarter.
  • CreativeOne Wealth's Schwab Fundamental US Broad Market Index ETF position peaked at $486K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2019.

Based on CreativeOne Wealth's 13F filing for Q2 2019, filed 15 Aug 2019.