U
FNDB icon

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

UBS’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
Q3 		$101K Buy
+10,500
New +$102K ﹤0.01% 5980

Other funds holding FNDB

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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 $9.98B AUM 26.5% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's FNDB Position: Q3 2014 in Review

UBS opened a new position in Schwab Fundamental US Broad Market Index ETF (FNDB) in Q3 2014: 10,500 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #5980 among its holdings.

19 funds tracked by Wall St. Rank hold FNDB as of Q3 2014.

  • UBS held 10,500 shares of Schwab Fundamental US Broad Market Index ETF worth $101K as of Q3 2014.
  • Schwab Fundamental US Broad Market Index ETF was a new UBS position in Q3 2014.
  • Schwab Fundamental US Broad Market Index ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5980 holding.
  • 19 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.