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Atwood & Palmer’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Atwood & Palmer’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
Q2 		– Sell
-600
Closed -$11K – 314
2019
Q1 		$11K Buy
+600
New +$11K ﹤0.01% 251

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Atwood & Palmer's FNDA Position: Q2 2019 in Review

Atwood & Palmer sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2019, closing a stake of 600 shares — an estimated $11K sold.

Atwood & Palmer first reported a position in FNDA in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 150 funds tracked by Wall St. Rank hold FNDA as of Q2 2019.

  • Atwood & Palmer reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2019 after selling out during the quarter.
  • Atwood & Palmer sold 600 Schwab Fundamental US Small Company Index ETF shares in Q2 2019, an estimated $11K.
  • Atwood & Palmer first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2019 and held it in 1 quarter.
  • Atwood & Palmer's Schwab Fundamental US Small Company Index ETF position peaked at $11K in Q1 2019.
  • 150 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.