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

Ameritas 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
2020
Q4 		– Sell
-4,516
Closed -$74K – 3081
2020
Q3 		$74K Hold
4,516
– – ﹤0.01% 1614
2020
Q2 		$71K Hold
4,516
– – ﹤0.01% 1615
2020
Q1 		$58K Buy
+4,516
New +$80K ﹤0.01% 1578

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CGL
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WA
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RWMH
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FPF
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MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AFA
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RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Ameritas Investment Partners's FNDA Position: Q4 2020 in Review

Ameritas Investment Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2020, closing a stake of 4,516 shares — an estimated $74K sold.

Ameritas Investment Partners first reported a position in FNDA in Q1 2020 and held it in 3 quarters. The position peaked at $74K in Q3 2020. 188 funds tracked by Wall St. Rank hold FNDA as of Q4 2020.

  • Ameritas Investment Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2020 after selling out during the quarter.
  • Ameritas Investment Partners sold 4,516 Schwab Fundamental US Small Company Index ETF shares in Q4 2020, an estimated $74K.
  • Ameritas Investment Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2020 and held it in 3 quarters.
  • Ameritas Investment Partners's Schwab Fundamental US Small Company Index ETF position peaked at $74K in Q3 2020.
  • 188 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2020.

Based on Ameritas Investment Partners's 13F filing for Q4 2020, filed 12 Feb 2021.