HBW
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Hazlett, Burt & Watson’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Hazlett, Burt & Watson’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
2023
Q1 		– Sell
-618
Closed -$14K – 640
2022
Q4 		$14K Buy
618
+438
+243% +$10.3K 0.01% 429
2022
Q3 		$4K Buy
+180
New +$4.29K ﹤0.01% 529

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Hazlett, Burt & Watson's FNDA Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2023, closing a stake of 618 shares — an estimated $14K sold.

Hazlett, Burt & Watson first reported a position in FNDA in Q3 2022 and held it in 2 quarters. The position peaked at $14K in Q4 2022. 293 funds tracked by Wall St. Rank hold FNDA as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 618 Schwab Fundamental US Small Company Index ETF shares in Q1 2023, an estimated $14K.
  • Hazlett, Burt & Watson first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2022 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Schwab Fundamental US Small Company Index ETF position peaked at $14K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.