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

GeoWealth 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
2019
Q4 		– Sell
-18,112
Closed -$342K – 130
2019
Q3 		$342K Buy
+18,112
New +$339K 0.08% 135

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

GeoWealth Management's FNDA Position: Q4 2019 in Review

GeoWealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2019, closing a stake of 18,112 shares — an estimated $342K sold.

GeoWealth Management first reported a position in FNDA in Q3 2019 and held it in 1 quarter. The position peaked at $342K in Q3 2019. 178 funds tracked by Wall St. Rank hold FNDA as of Q4 2019.

  • GeoWealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 18,112 Schwab Fundamental US Small Company Index ETF shares in Q4 2019, an estimated $342K.
  • GeoWealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $342K in Q3 2019.
  • 178 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.