Better Money Decisions’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-2,490	Closed	-$56K	–	191
2022 Q2	$56K	Buy	+2,490	New	+$61.5K	0.05%	133
2021 Q4	–	Sell	-2,490	Closed	-$66K	–	254
2021 Q3	$66K	Hold	2,490	–	–	0.05%	137
2021 Q2	$68K	Buy	+2,490	New	+$66.3K	0.06%	126

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

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

MWP

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

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Better Money Decisions's FNDA Position: Q3 2022 in Review

Better Money Decisions sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2022, closing a stake of 2,490 shares — an estimated $56K sold.

Better Money Decisions first reported a position in FNDA in Q2 2021 and held it in 3 quarters. The position peaked at $68K in Q2 2021. 254 funds tracked by Wall St. Rank hold FNDA as of Q3 2022.

Better Money Decisions reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 2,490 Schwab Fundamental US Small Company Index ETF shares in Q3 2022, an estimated $56K.
Better Money Decisions first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2021 and held it in 3 quarters.
Better Money Decisions's Schwab Fundamental US Small Company Index ETF position peaked at $68K in Q2 2021.
254 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.