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Patten Group’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Patten 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
Q1 		– Sell
-177
Closed -$2K – 320
2018
Q4 		$2K Buy
177
+141
+392% +$1.73K ﹤0.01% 535
2018
Q3 		$0 Buy
+36
New +$467 ﹤0.01% 688

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
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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

Patten Group's FNDB Position: Q1 2019 in Review

Patten Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q1 2019, closing a stake of 177 shares — an estimated $2K sold.

Patten Group first reported a position in FNDB in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 60 funds tracked by Wall St. Rank hold FNDB as of Q1 2019.

  • Patten Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 177 Schwab Fundamental US Broad Market Index ETF shares in Q1 2019, an estimated $2K.
  • Patten Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2018 and held it in 2 quarters.
  • Patten Group's Schwab Fundamental US Broad Market Index ETF position peaked at $2K in Q4 2018.
  • 60 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.