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Tevis Investment Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Tevis Investment Management’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
Q3 		– Sell
-18
Closed – – 433
2022
Q2 		$0 Buy
+18
New +$327 ﹤0.01% 500
2022
Q1 		– Sell
-16,809
Closed -$324K – 496
2021
Q4 		$324K Buy
+16,809
New +$317K 0.28% 86

Other funds holding FNDB

CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return

Tevis Investment Management's FNDB Position: Q3 2022 in Review

Tevis Investment Management sold out of Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2022, closing a stake of 18 shares.

Tevis Investment Management first reported a position in FNDB in Q4 2021 and held it in 2 quarters. The position peaked at $324K in Q4 2021. 89 funds tracked by Wall St. Rank hold FNDB as of Q3 2022.

  • Tevis Investment Management reported no remaining Schwab Fundamental US Broad Market Index ETF position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 18 Schwab Fundamental US Broad Market Index ETF shares in Q3 2022.
  • Tevis Investment Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q4 2021 and held it in 2 quarters.
  • Tevis Investment Management's Schwab Fundamental US Broad Market Index ETF position peaked at $324K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.