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Kernodle & Katon Asset Management Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Kernodle & Katon Asset Management 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
2017
Q1 		$46K Hold
4,050
– – 0.03% 167
2016
Q4 		$44K Buy
+4,050
New +$42.5K 0.03% 168

Other funds holding FNDB

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
MCM
Millie Capital Management Walnut Creek, California $119M AUM 15.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kernodle & Katon Asset Management Group's FNDB Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q1 2017 at 4,050 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #167.

Kernodle & Katon Asset Management Group first reported a position in FNDB in Q4 2016 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FNDB as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 4,050 shares of Schwab Fundamental US Broad Market Index ETF worth $46K as of Q1 2017.
  • Kernodle & Katon Asset Management Group left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q1 2017.
  • Schwab Fundamental US Broad Market Index ETF made up 0.03% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #167 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2016 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.