Freedman Financial Associates’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-3,056	Closed	-$82K	–	146
2022 Q1	$82K	Hold	3,056	–	–	0.06%	140
2021 Q4	$85K	Hold	3,056	–	–	0.06%	135
2021 Q3	$80K	Hold	3,056	–	–	0.06%	138
2021 Q2	$83K	Hold	3,056	–	–	0.06%	133
2021 Q1	$77K	Hold	3,056	–	–	0.06%	134
2020 Q4	$66K	Buy	+3,056	New	+$58.9K	0.06%	142

Other funds holding FNDA

CSIA

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

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 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 $1.9B AUM 14.38% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Freedman Financial Associates's FNDA Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2022, closing a stake of 3,056 shares — an estimated $82K sold.

Freedman Financial Associates first reported a position in FNDA in Q4 2020 and held it in 6 quarters. The position peaked at $85K in Q4 2021. 255 funds tracked by Wall St. Rank hold FNDA as of Q2 2022.

Freedman Financial Associates reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 3,056 Schwab Fundamental US Small Company Index ETF shares in Q2 2022, an estimated $82K.
Freedman Financial Associates first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Schwab Fundamental US Small Company Index ETF position peaked at $85K in Q4 2021.
255 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.