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Impact Partnership Wealth’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-48
Closed -$1.16K – 923
2023
Q3 		$1.16K Hold
48
– – ﹤0.01% 880
2023
Q2 		$1.21K Buy
+48
New +$1.15K ﹤0.01% 762

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Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

Impact Partnership Wealth's FNDA Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2023, closing a stake of 48 shares — an estimated $1.16K sold.

Impact Partnership Wealth first reported a position in FNDA in Q2 2023 and held it in 2 quarters. The position peaked at $1.21K in Q2 2023. 366 funds tracked by Wall St. Rank hold FNDA as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 48 Schwab Fundamental US Small Company Index ETF shares in Q4 2023, an estimated $1.16K.
  • Impact Partnership Wealth first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Schwab Fundamental US Small Company Index ETF position peaked at $1.21K in Q2 2023.
  • 366 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.