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Pathway Financial Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Pathway Financial 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
2018
Q1 		– Sell
-4,911
Closed -$61K – 439
2017
Q4 		$61K Buy
+4,911
New +$59K 0.04% 222

Other funds holding FNDB

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 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
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $578M AUM 16.23% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pathway Financial Advisors's FNDB Position: Q1 2018 in Review

Pathway Financial Advisors sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2018, closing a stake of 4,911 shares — an estimated $61K sold.

Pathway Financial Advisors first reported a position in FNDB in Q4 2017 and held it in 1 quarter. The position peaked at $61K in Q4 2017. 46 funds tracked by Wall St. Rank hold FNDB as of Q1 2018.

  • Pathway Financial Advisors reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 4,911 Schwab Fundamental US Broad Market Index ETF shares in Q1 2018, an estimated $61K.
  • Pathway Financial Advisors first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's Schwab Fundamental US Broad Market Index ETF position peaked at $61K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.