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Almanack Investment Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-762
Closed -$16K – 528
2022
Q3 		$16K Buy
+762
New +$18.2K ﹤0.01% 409

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MWP
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RWMH
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FPF
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PC
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RCA
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Almanack Investment Partners's FNDA Position: Q4 2022 in Review

Almanack Investment Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2022, closing a stake of 762 shares — an estimated $16K sold.

Almanack Investment Partners first reported a position in FNDA in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 295 funds tracked by Wall St. Rank hold FNDA as of Q4 2022.

  • Almanack Investment Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 762 Schwab Fundamental US Small Company Index ETF shares in Q4 2022, an estimated $16K.
  • Almanack Investment Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Schwab Fundamental US Small Company Index ETF position peaked at $16K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.