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Rather & Kittrell’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Rather & Kittrell’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
2022
Q2 		– Sell
-10,590
Closed -$203K – 60
2022
Q1 		$203K Hold
10,590
– – 0.2% 59
2021
Q4 		$194K Buy
+10,590
New +$199K 0.17% 59

Other funds holding FNDB

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return

Rather & Kittrell's FNDB Position: Q2 2022 in Review

Rather & Kittrell sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q2 2022, closing a stake of 10,590 shares — an estimated $203K sold.

Rather & Kittrell first reported a position in FNDB in Q4 2021 and held it in 2 quarters. The position peaked at $203K in Q1 2022. 99 funds tracked by Wall St. Rank hold FNDB as of Q2 2022.

  • Rather & Kittrell reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q2 2022 after selling out during the quarter.
  • Rather & Kittrell sold 10,590 Schwab Fundamental US Broad Market Index ETF shares in Q2 2022, an estimated $203K.
  • Rather & Kittrell first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2021 and held it in 2 quarters.
  • Rather & Kittrell's Schwab Fundamental US Broad Market Index ETF position peaked at $203K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2022.

Based on Rather & Kittrell's 13F filing for Q2 2022, filed 9 Aug 2022.