Hoover Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Hoover Financial 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
2021 Q2	$27K	Hold	1,000	–	–	﹤0.01%	356
2021 Q1	$26K	Hold	1,000	–	–	﹤0.01%	329
2020 Q4	$23K	Hold	1,000	–	–	0.01%	322
2020 Q3	$17K	Hold	1,000	–	–	0.01%	156
2020 Q2	$16K	Buy	+1,000	New	+$14.8K	0.01%	299

Other funds holding FNDA

CSIA

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

CGL

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoover Financial Advisors's FNDA Position: Q2 2021 in Review

Hoover Financial Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2021 at 1,000 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Hoover Financial Advisors first reported a position in FNDA in Q2 2020 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold FNDA as of Q2 2021.

Hoover Financial Advisors held 1,000 shares of Schwab Fundamental US Small Company Index ETF worth $27K as of Q2 2021.
Hoover Financial Advisors left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2021.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #356 holding.
Hoover Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2020 and has held it in 5 quarters since.
229 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.