D'Orazio & Associates’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-1,378	Closed	-$36K	–	315
2021 Q3	$36K	Buy	+1,378	New	+$36.6K	0.01%	253
2021 Q2	–	Sell	-60	Closed	-$2K	–	393
2021 Q1	$2K	Buy	+60	New	+$1.45K	﹤0.01%	343
2017 Q3	–	Sell	-140	Closed	-$2K	–	286
2017 Q2	$2K	Buy	+140	New	+$2.42K	﹤0.01%	296

Other funds holding FNDA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return