Bedel Financial Consulting’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-146	Closed	-$4K	–	428
2022 Q1	$4K	Hold	146	–	–	﹤0.01%	795
2021 Q4	$4K	Sell	146 -820	-85%	-$22.6K	﹤0.01%	813
2021 Q3	$25K	Sell	966 -164	-15%	-$4.35K	0.01%	506
2021 Q2	$31K	Hold	1,130	–	–	0.01%	473
2021 Q1	$29K	Hold	1,130	–	–	0.01%	453
2020 Q4	$24K	Buy	1,130 +966	+589%	+$18.6K	0.01%	427
2020 Q3	$3K	Hold	164	–	–	﹤0.01%	673
2020 Q2	$3K	Buy	+164	New	+$2.43K	﹤0.01%	643
2018 Q4	–	Sell	-2,748	Closed	-$53K	–	693
2018 Q3	$53K	Hold	2,748	–	–	0.04%	264
2018 Q2	$55K	Hold	2,748	–	–	0.04%	262
2018 Q1	$51K	Buy	+2,748	New	+$52.1K	0.04%	268

Other funds holding FNDA

CSIA

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Bedel Financial Consulting's FNDA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2022, closing a stake of 146 shares — an estimated $4K sold.

Bedel Financial Consulting first reported a position in FNDA in Q1 2018 and held it in 11 quarters. The position peaked at $55K in Q2 2018. 255 funds tracked by Wall St. Rank hold FNDA as of Q2 2022.

Bedel Financial Consulting reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 146 Schwab Fundamental US Small Company Index ETF shares in Q2 2022, an estimated $4K.
Bedel Financial Consulting first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2018 and held it in 11 quarters.
Bedel Financial Consulting's Schwab Fundamental US Small Company Index ETF position peaked at $55K in Q2 2018.
255 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.