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

Heritage 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
2024
Q3 		– Sell
-68
Closed -$1.87K – 625
2024
Q2 		$1.87K Hold
68
– – ﹤0.01% 477
2024
Q1 		$1.94K Hold
68
– – ﹤0.01% 495
2023
Q4 		$1.88K Buy
+68
New +$1.69K ﹤0.01% 503

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Heritage Wealth Advisors's FNDA Position: Q3 2024 in Review

Heritage Wealth Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2024, closing a stake of 68 shares — an estimated $1.87K sold.

Heritage Wealth Advisors first reported a position in FNDA in Q4 2023 and held it in 3 quarters. The position peaked at $1.94K in Q1 2024. 402 funds tracked by Wall St. Rank hold FNDA as of Q3 2024.

  • Heritage Wealth Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 68 Schwab Fundamental US Small Company Index ETF shares in Q3 2024, an estimated $1.87K.
  • Heritage Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and held it in 3 quarters.
  • Heritage Wealth Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $1.94K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2024.

Based on Heritage Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.