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Dowling & Yahnke’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Dowling & Yahnke’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
Q2 		– Sell
-19,500
Closed -$235K – 277
2018
Q1 		$235K Buy
+19,500
New +$244K 0.02% 263

Other funds holding FNDB

OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 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
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Dowling & Yahnke's FNDB Position: Q2 2018 in Review

Dowling & Yahnke sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2018, closing a stake of 19,500 shares — an estimated $235K sold.

Dowling & Yahnke first reported a position in FNDB in Q1 2018 and held it in 1 quarter. The position peaked at $235K in Q1 2018. 47 funds tracked by Wall St. Rank hold FNDB as of Q2 2018.

  • Dowling & Yahnke reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2018 after selling out during the quarter.
  • Dowling & Yahnke sold 19,500 Schwab Fundamental US Broad Market Index ETF shares in Q2 2018, an estimated $235K.
  • Dowling & Yahnke first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2018 and held it in 1 quarter.
  • Dowling & Yahnke's Schwab Fundamental US Broad Market Index ETF position peaked at $235K in Q1 2018.
  • 47 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2018.

Based on Dowling & Yahnke's 13F filing for Q2 2018, filed 30 Jul 2018.