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Farmers & Merchants Investments Inc’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Farmers & Merchants Investments Inc’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
-830
Closed -$23K – 985
2021
Q4 		$23K Buy
+830
New +$22.9K ﹤0.01% 562

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CGL
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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

Farmers & Merchants Investments Inc's FNDA Position: Q1 2022 in Review

Farmers & Merchants Investments Inc sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2022, closing a stake of 830 shares — an estimated $23K sold.

Farmers & Merchants Investments Inc first reported a position in FNDA in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 272 funds tracked by Wall St. Rank hold FNDA as of Q1 2022.

  • Farmers & Merchants Investments Inc reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 830 Schwab Fundamental US Small Company Index ETF shares in Q1 2022, an estimated $23K.
  • Farmers & Merchants Investments Inc first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Schwab Fundamental US Small Company Index ETF position peaked at $23K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2022, filed 19 Apr 2022.