1NWS
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1 North Wealth Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

1 North Wealth Services’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-160
Closed -$3K – 324
2018
Q4 		$3K Buy
+160
New +$2.93K ﹤0.01% 227

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

1 North Wealth Services's FNDA Position: Q1 2019 in Review

1 North Wealth Services sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2019, closing a stake of 160 shares — an estimated $3K sold.

1 North Wealth Services first reported a position in FNDA in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 146 funds tracked by Wall St. Rank hold FNDA as of Q1 2019.

  • 1 North Wealth Services reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • 1 North Wealth Services sold 160 Schwab Fundamental US Small Company Index ETF shares in Q1 2019, an estimated $3K.
  • 1 North Wealth Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2018 and held it in 1 quarter.
  • 1 North Wealth Services's Schwab Fundamental US Small Company Index ETF position peaked at $3K in Q4 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2019.

Based on 1 North Wealth Services's 13F filing for Q1 2019, filed 8 May 2019.