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Berkshire Money Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Berkshire Money Management’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
2020
Q2 		– Sell
-4,662
Closed -$60K – 53
2020
Q1 		$60K Buy
+4,662
New +$82.6K 0.01% 53

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Berkshire Money Management's FNDA Position: Q2 2020 in Review

Berkshire Money Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2020, closing a stake of 4,662 shares — an estimated $60K sold.

Berkshire Money Management first reported a position in FNDA in Q1 2020 and held it in 1 quarter. The position peaked at $60K in Q1 2020. 157 funds tracked by Wall St. Rank hold FNDA as of Q2 2020.

  • Berkshire Money Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2020 after selling out during the quarter.
  • Berkshire Money Management sold 4,662 Schwab Fundamental US Small Company Index ETF shares in Q2 2020, an estimated $60K.
  • Berkshire Money Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2020 and held it in 1 quarter.
  • Berkshire Money Management's Schwab Fundamental US Small Company Index ETF position peaked at $60K in Q1 2020.
  • 157 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2020.

Based on Berkshire Money Management's 13F filing for Q2 2020, filed 27 Jul 2020.