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Kelly Financial Services’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-876
Closed -$19.1K – 316
2024
Q2 		$19.1K Buy
876
+561
+178% +$12.1K 0.01% 335
2024
Q1 		$6.96K Hold
315
– – ﹤0.01% 467
2023
Q4 		$6.42K Buy
+315
New +$5.96K ﹤0.01% 446

Other funds holding FNDB

FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return

Kelly Financial Services's FNDB Position: Q3 2024 in Review

Kelly Financial Services sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2024, closing a stake of 876 shares — an estimated $19.1K sold.

Kelly Financial Services first reported a position in FNDB in Q4 2023 and held it in 3 quarters. The position peaked at $19.1K in Q2 2024. 138 funds tracked by Wall St. Rank hold FNDB as of Q3 2024.

  • Kelly Financial Services reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 876 Schwab Fundamental US Broad Market Index ETF shares in Q3 2024, an estimated $19.1K.
  • Kelly Financial Services first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2023 and held it in 3 quarters.
  • Kelly Financial Services's Schwab Fundamental US Broad Market Index ETF position peaked at $19.1K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.