JWM
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Jeppson Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-500
Closed -$8K – 236
2020
Q3 		$8K Buy
+500
New +$8.39K 0.01% 410

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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 $777M AUM 13.71% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Jeppson Wealth Management's FNDA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2020, closing a stake of 500 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in FNDA in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 188 funds tracked by Wall St. Rank hold FNDA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 500 Schwab Fundamental US Small Company Index ETF shares in Q4 2020, an estimated $8K.
  • Jeppson Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $8K in Q3 2020.
  • 188 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.