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Clearwater Capital Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-7,446
Closed -$139K – 314
2018
Q1 		$139K Buy
+7,446
New +$141K 0.03% 207

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

Clearwater Capital Advisors's FNDA Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2018, closing a stake of 7,446 shares — an estimated $139K sold.

Clearwater Capital Advisors first reported a position in FNDA in Q1 2018 and held it in 1 quarter. The position peaked at $139K in Q1 2018. 126 funds tracked by Wall St. Rank hold FNDA as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 7,446 Schwab Fundamental US Small Company Index ETF shares in Q2 2018, an estimated $139K.
  • Clearwater Capital Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $139K in Q1 2018.
  • 126 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.