American Economic Planning Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

American Economic Planning Group’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 Q3	$2.16M	Buy	114,134 +38,194	+50%	+$714K	0.59%	17
2019 Q2	$1.43M	Buy	75,940 +2,204	+3%	+$41.4K	0.43%	22
2019 Q1	$1.37M	Buy	73,736 +2,674	+4%	+$49.1K	0.43%	22
2018 Q4	$1.17M	Buy	71,062 +1,706	+2%	+$31.3K	0.38%	27
2018 Q3	$1.41M	Buy	69,356 +308	+0.4%	+$6.3K	0.5%	20
2018 Q2	$1.38M	Buy	69,048 +838	+1%	+$16.4K	0.51%	18
2018 Q1	$1.27M	Buy	+68,210	New	+$1.29M	0.46%	22

Other funds holding FNDA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

American Economic Planning Group's FNDA Position: Q3 2019 in Review

American Economic Planning Group increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 50% in Q3 2019, buying an estimated $714K and bringing the position to 114,134 shares worth $2.16M. The position accounts for 0.59% of the portfolio, ranked #17.

American Economic Planning Group first reported a position in FNDA in Q1 2018 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold FNDA as of Q3 2019.

American Economic Planning Group held 114,134 shares of Schwab Fundamental US Small Company Index ETF worth $2.16M as of Q3 2019.
American Economic Planning Group bought 38,194 Schwab Fundamental US Small Company Index ETF shares in Q3 2019, an estimated $714K.
Schwab Fundamental US Small Company Index ETF made up 0.59% of American Economic Planning Group's portfolio in Q3 2019, its #17 holding.
American Economic Planning Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2018 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.