HBC Financial Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

HBC Financial Services’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 Q3	–	Sell	-28	Closed	–	–	173
2021 Q2	$0	Hold	28	–	–	﹤0.01%	181
2021 Q1	$727	Hold	28	–	–	﹤0.01%	168
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	151
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	157
2020 Q2	$0	Hold	28	–	–	﹤0.01%	166
2020 Q1	$0	Hold	28	–	–	﹤0.01%	155
2019 Q4	$1K	Buy	+28	New	+$544	﹤0.01%	164

Other funds holding FNDA

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

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return

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

Moller Wealth Partners $507M AUM 18.02% 1-Year Est. Return

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

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.27B AUM 21.99% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return