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Bradley & Co Private Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bradley & Co Private Wealth 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
2024
Q1 		– Sell
-640
Closed -$17.7K – 188
2023
Q4 		$17.7K Buy
+640
New +$15.9K 0.02% 104

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SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
WA
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
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Bradley & Co Private Wealth Management's FNDA Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2024, closing a stake of 640 shares — an estimated $17.7K sold.

Bradley & Co Private Wealth Management first reported a position in FNDA in Q4 2023 and held it in 1 quarter. The position peaked at $17.7K in Q4 2023. 375 funds tracked by Wall St. Rank hold FNDA as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 640 Schwab Fundamental US Small Company Index ETF shares in Q1 2024, an estimated $17.7K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $17.7K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.