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Bridgeworth’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Bridgeworth’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
Q3 		– Sell
-654
Closed -$12K – 272
2018
Q2 		$12K Buy
+654
New +$12.8K 0.01% 417

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

Bridgeworth's FNDA Position: Q3 2018 in Review

Bridgeworth sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2018, closing a stake of 654 shares — an estimated $12K sold.

Bridgeworth first reported a position in FNDA in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 136 funds tracked by Wall St. Rank hold FNDA as of Q3 2018.

  • Bridgeworth reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 654 Schwab Fundamental US Small Company Index ETF shares in Q3 2018, an estimated $12K.
  • Bridgeworth first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Schwab Fundamental US Small Company Index ETF position peaked at $12K in Q2 2018.
  • 136 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.