EWM
FNDA icon

Endurance Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Endurance Wealth Management’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 		$6K Hold
246
– – ﹤0.01% 534
2023
Q1 		$6K Hold
246
– – ﹤0.01% 533
2022
Q4 		$6K Buy
+246
New +$5.79K ﹤0.01% 513

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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Endurance Wealth Management's FNDA Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2023 at 246 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Endurance Wealth Management first reported a position in FNDA in Q4 2022 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold FNDA as of Q2 2023.

  • Endurance Wealth Management held 246 shares of Schwab Fundamental US Small Company Index ETF worth $6K as of Q2 2023.
  • Endurance Wealth Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2023.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #534 holding.
  • Endurance Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.