Apriem Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-680	Closed	-$14K	–	221
2018 Q2	$14K	Buy	+680	New	+$13.3K	﹤0.01%	388

Other funds holding FNDA

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

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Apriem Advisors's FNDA Position: Q3 2018 in Review

Apriem Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2018, closing a stake of 680 shares — an estimated $14K sold.

Apriem Advisors first reported a position in FNDA in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 136 funds tracked by Wall St. Rank hold FNDA as of Q3 2018.

Apriem Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 680 Schwab Fundamental US Small Company Index ETF shares in Q3 2018, an estimated $14K.
Apriem Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2018 and held it in 1 quarter.
Apriem Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $14K in Q2 2018.
136 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.