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Cary Street Partners Investment Advisory’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-300
Closed -$7.27K – 1030
2023
Q3 		$7.27K Buy
+300
New +$7.65K ﹤0.01% 1377

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Morgan Stanley New York $1.66T AUM 25.57% 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 $2.72B AUM 21.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Cary Street Partners Investment Advisory's FNDA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2023, closing a stake of 300 shares — an estimated $7.27K sold.

Cary Street Partners Investment Advisory first reported a position in FNDA in Q3 2023 and held it in 1 quarter. The position peaked at $7.27K in Q3 2023. 366 funds tracked by Wall St. Rank hold FNDA as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 300 Schwab Fundamental US Small Company Index ETF shares in Q4 2023, an estimated $7.27K.
  • Cary Street Partners Investment Advisory first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Schwab Fundamental US Small Company Index ETF position peaked at $7.27K in Q3 2023.
  • 366 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.