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Fort Pitt Capital Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Fort Pitt Capital Group’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
Q1 		– Sell
-3,086
Closed -$66K – 200
2020
Q4 		$66K Buy
+3,086
New +$59.5K ﹤0.01% 181

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
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
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Fort Pitt Capital Group's FNDA Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2021, closing a stake of 3,086 shares — an estimated $66K sold.

Fort Pitt Capital Group first reported a position in FNDA in Q4 2020 and held it in 1 quarter. The position peaked at $66K in Q4 2020. 209 funds tracked by Wall St. Rank hold FNDA as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 3,086 Schwab Fundamental US Small Company Index ETF shares in Q1 2021, an estimated $66K.
  • Fort Pitt Capital Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2020 and held it in 1 quarter.
  • Fort Pitt Capital Group's Schwab Fundamental US Small Company Index ETF position peaked at $66K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.