CFN
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Cordasco Financial Network’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Cordasco Financial Network’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
2022
Q1 		– Sell
-14
Closed – – 561
2021
Q4 		$0 Buy
+14
New +$386 ﹤0.01% 573

Other funds holding FNDA

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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 $544M AUM 20.39% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Cordasco Financial Network's FNDA Position: Q1 2022 in Review

Cordasco Financial Network sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2022, closing a stake of 14 shares.

Cordasco Financial Network first reported a position in FNDA in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 272 funds tracked by Wall St. Rank hold FNDA as of Q1 2022.

  • Cordasco Financial Network reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • Cordasco Financial Network sold 14 Schwab Fundamental US Small Company Index ETF shares in Q1 2022.
  • Cordasco Financial Network first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and held it in 1 quarter.
  • Cordasco Financial Network's Schwab Fundamental US Small Company Index ETF position peaked at $0 in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2022.

Based on Cordasco Financial Network's 13F filing for Q1 2022, filed 21 Apr 2022.