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Capital Advisory Group Advisory Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Capital Advisory Group Advisory Services’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
Q1 		– Sell
-690
Closed -$14K – 443
2019
Q4 		$14K Buy
+690
New +$13.4K 0.01% 147

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CGL
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RC
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WA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Capital Advisory Group Advisory Services's FNDA Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2020, closing a stake of 690 shares — an estimated $14K sold.

Capital Advisory Group Advisory Services first reported a position in FNDA in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 155 funds tracked by Wall St. Rank hold FNDA as of Q1 2020.

  • Capital Advisory Group Advisory Services reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 690 Schwab Fundamental US Small Company Index ETF shares in Q1 2020, an estimated $14K.
  • Capital Advisory Group Advisory Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's Schwab Fundamental US Small Company Index ETF position peaked at $14K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.