BTS
FNDA icon

BB&T Securities’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

BB&T Securities’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
Q2 		– Sell
-31,176
Closed -$580K – 1567
2018
Q1 		$580K Sell
31,176
-27,848
-47% -$528K 0.01% 958
2017
Q4 		$1.12M Buy
59,024
+21,806
+59% +$404K 0.01% 712
2017
Q3 		$675K Buy
37,218
+25,050
+206% +$435K 0.01% 876
2017
Q2 		$211K Buy
+12,168
New +$210K ﹤0.01% 1273

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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

BB&T Securities's FNDA Position: Q2 2018 in Review

BB&T Securities sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2018, closing a stake of 31,176 shares — an estimated $580K sold.

BB&T Securities first reported a position in FNDA in Q2 2017 and held it in 4 quarters. The position peaked at $1.12M in Q4 2017. 126 funds tracked by Wall St. Rank hold FNDA as of Q2 2018.

  • BB&T Securities reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2018 after selling out during the quarter.
  • BB&T Securities sold 31,176 Schwab Fundamental US Small Company Index ETF shares in Q2 2018, an estimated $580K.
  • BB&T Securities first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2017 and held it in 4 quarters.
  • BB&T Securities's Schwab Fundamental US Small Company Index ETF position peaked at $1.12M in Q4 2017.
  • 126 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2018.

Based on BB&T Securities's 13F filing for Q2 2018, filed 13 Aug 2018.