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

Private Advisor 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
2014
Q4 		– Sell
-6,180
Closed -$59K – 1100
2014
Q3 		$59K Buy
+6,180
New +$60.1K ﹤0.01% 1030

Other funds holding FNDB

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Private Advisor Group's FNDB Position: Q4 2014 in Review

Private Advisor Group sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q4 2014, closing a stake of 6,180 shares — an estimated $59K sold.

Private Advisor Group first reported a position in FNDB in Q3 2014 and held it in 1 quarter. The position peaked at $59K in Q3 2014. 21 funds tracked by Wall St. Rank hold FNDB as of Q4 2014.

  • Private Advisor Group reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q4 2014 after selling out during the quarter.
  • Private Advisor Group sold 6,180 Schwab Fundamental US Broad Market Index ETF shares in Q4 2014, an estimated $59K.
  • Private Advisor Group first reported a position in Schwab Fundamental US Broad Market Index ETF in Q3 2014 and held it in 1 quarter.
  • Private Advisor Group's Schwab Fundamental US Broad Market Index ETF position peaked at $59K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q4 2014.

Based on Private Advisor Group's 13F filing for Q4 2014, filed 17 Feb 2015.