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

FDx 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	-11,588	Closed	-$216K	–	934
2018 Q1	$216K	Buy	+11,588	New	+$220K	0.01%	1100

Other funds holding FNDA

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

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

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

Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

FDx Advisors's FNDA Position: Q2 2018 in Review

FDx Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2018, closing a stake of 11,588 shares — an estimated $216K sold.

FDx Advisors first reported a position in FNDA in Q1 2018 and held it in 1 quarter. The position peaked at $216K in Q1 2018. 126 funds tracked by Wall St. Rank hold FNDA as of Q2 2018.

FDx Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2018 after selling out during the quarter.
FDx Advisors sold 11,588 Schwab Fundamental US Small Company Index ETF shares in Q2 2018, an estimated $216K.
FDx Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2018 and held it in 1 quarter.
FDx Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $216K in Q1 2018.
126 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.