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Cascade Investment Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Cascade Investment Advisors’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
Q2 		– Sell
-92
Closed -$2.24K – 144
2023
Q1 		$2.24K Buy
+92
New +$2.3K ﹤0.01% 227

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Cascade Investment Advisors's FNDA Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2023, closing a stake of 92 shares — an estimated $2.24K sold.

Cascade Investment Advisors first reported a position in FNDA in Q1 2023 and held it in 1 quarter. The position peaked at $2.24K in Q1 2023. 303 funds tracked by Wall St. Rank hold FNDA as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 92 Schwab Fundamental US Small Company Index ETF shares in Q2 2023, an estimated $2.24K.
  • Cascade Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and held it in 1 quarter.
  • Cascade Investment Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $2.24K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.