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Avantax Planning Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-268
Closed -$5K – 599
2018
Q3 		$5K Buy
+268
New +$5.48K ﹤0.01% 1089
2018
Q2 		– Sell
-268
Closed -$5K – 658
2018
Q1 		$5K Buy
+268
New +$5.08K ﹤0.01% 1315

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Avantax Planning Partners's FNDA Position: Q4 2018 in Review

Avantax Planning Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2018, closing a stake of 268 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in FNDA in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 141 funds tracked by Wall St. Rank hold FNDA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 268 Schwab Fundamental US Small Company Index ETF shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Schwab Fundamental US Small Company Index ETF position peaked at $5K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.