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Capital One National Association’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Capital One National Association’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
2019
Q4 		$10.9M Buy
+540,428
New +$10.5M 1.44% 17

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Capital One National Association's FNDA Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2019: 540,428 shares worth $10.9M. The stake represents 1.44% of the portfolio and ranks #17 among its holdings.

178 funds tracked by Wall St. Rank hold FNDA as of Q4 2019.

  • Capital One National Association held 540,428 shares of Schwab Fundamental US Small Company Index ETF worth $10.9M as of Q4 2019.
  • Schwab Fundamental US Small Company Index ETF was a new Capital One National Association position in Q4 2019.
  • Schwab Fundamental US Small Company Index ETF made up 1.44% of Capital One National Association's portfolio in Q4 2019, its #17 holding.
  • 178 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.