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

Guidant Wealth 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
2019
Q3 		$47K Buy
2,494
+8
+0.3% +$150 0.02% 176
2019
Q2 		$47K Hold
2,486
– – 0.02% 179
2019
Q1 		$46K Buy
+2,486
New +$45.6K 0.02% 183

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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Guidant Wealth Advisors's FNDA Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.32% in Q3 2019, buying an estimated $150 and bringing the position to 2,494 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #176.

Guidant Wealth Advisors first reported a position in FNDA in Q1 2019 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold FNDA as of Q3 2019.

  • Guidant Wealth Advisors held 2,494 shares of Schwab Fundamental US Small Company Index ETF worth $47K as of Q3 2019.
  • Guidant Wealth Advisors bought 8 Schwab Fundamental US Small Company Index ETF shares in Q3 2019, an estimated $150.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #176 holding.
  • Guidant Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2019 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.