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Kavar Capital Partners Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Kavar Capital Partners Group’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
Q3 		– Sell
-225
Closed -$3K – 251
2019
Q2 		$3K Buy
+225
New +$2.86K ﹤0.01% 454
2018
Q3 		– Sell
-225
Closed -$3K – 212
2018
Q2 		$3K Buy
+225
New +$2.79K ﹤0.01% 393

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 $578M AUM 16.23% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Kavar Capital Partners Group's FNDB Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2019, closing a stake of 225 shares — an estimated $3K sold.

Kavar Capital Partners Group first reported a position in FNDB in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 66 funds tracked by Wall St. Rank hold FNDB as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 225 Schwab Fundamental US Broad Market Index ETF shares in Q3 2019, an estimated $3K.
  • Kavar Capital Partners Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q2 2018 and held it in 2 quarters.
  • Kavar Capital Partners Group's Schwab Fundamental US Broad Market Index ETF position peaked at $3K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.