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Firestone Capital Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Firestone Capital 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
2020
Q1 		– Sell
-1,452
Closed -$29K – 449
2019
Q4 		$29K Buy
+1,452
New +$28.2K 0.01% 261

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CGL
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RC
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WA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Firestone Capital Management's FNDA Position: Q1 2020 in Review

Firestone Capital Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2020, closing a stake of 1,452 shares — an estimated $29K sold.

Firestone Capital Management first reported a position in FNDA in Q4 2019 and held it in 1 quarter. The position peaked at $29K in Q4 2019. 155 funds tracked by Wall St. Rank hold FNDA as of Q1 2020.

  • Firestone Capital Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Firestone Capital Management sold 1,452 Schwab Fundamental US Small Company Index ETF shares in Q1 2020, an estimated $29K.
  • Firestone Capital Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Firestone Capital Management's Schwab Fundamental US Small Company Index ETF position peaked at $29K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2020.

Based on Firestone Capital Management's 13F filing for Q1 2020, filed 20 Apr 2020.