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OneDigital Investment Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

OneDigital Investment Advisors’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
-6,741
Closed -$87K – 770
2019
Q2 		$87K Hold
6,741
– – 0.01% 475
2019
Q1 		$84K Buy
6,741
+558
+9% +$6.81K 0.01% 398
2018
Q4 		$69K Buy
+6,183
New +$75.7K 0.01% 398

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
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

OneDigital Investment Advisors's FNDB Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2019, closing a stake of 6,741 shares — an estimated $87K sold.

OneDigital Investment Advisors first reported a position in FNDB in Q4 2018 and held it in 3 quarters. The position peaked at $87K in Q2 2019. 66 funds tracked by Wall St. Rank hold FNDB as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,741 Schwab Fundamental US Broad Market Index ETF shares in Q3 2019, an estimated $87K.
  • OneDigital Investment Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $87K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.