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

Choate 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
2021
Q3 		– Sell
-526
Closed -$14K – 313
2021
Q2 		$14K Buy
+526
New +$14K ﹤0.01% 315

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Choate Investment Advisors's FNDA Position: Q3 2021 in Review

Choate Investment Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2021, closing a stake of 526 shares — an estimated $14K sold.

Choate Investment Advisors first reported a position in FNDA in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 241 funds tracked by Wall St. Rank hold FNDA as of Q3 2021.

  • Choate Investment Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 526 Schwab Fundamental US Small Company Index ETF shares in Q3 2021, an estimated $14K.
  • Choate Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $14K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.