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Hudock Inc’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Hudock Inc’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
2022
Q4 		– Sell
-1,304
Closed -$27K – 336
2022
Q3 		$27K Buy
+1,304
New +$31.1K 0.01% 388

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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Hudock Inc's FNDA Position: Q4 2022 in Review

Hudock Inc sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2022, closing a stake of 1,304 shares — an estimated $27K sold.

Hudock Inc first reported a position in FNDA in Q3 2022 and held it in 1 quarter. The position peaked at $27K in Q3 2022. 295 funds tracked by Wall St. Rank hold FNDA as of Q4 2022.

  • Hudock Inc reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 1,304 Schwab Fundamental US Small Company Index ETF shares in Q4 2022, an estimated $27K.
  • Hudock Inc first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2022 and held it in 1 quarter.
  • Hudock Inc's Schwab Fundamental US Small Company Index ETF position peaked at $27K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.