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

Kabarec 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
2018
Q2 		$10K Hold
490
– – 0.01% 72
2018
Q1 		$9K Hold
490
– – 0.01% 75
2017
Q4 		$9K Buy
+490
New +$9.07K 0.01% 69

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

Kabarec Financial Advisors's FNDA Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2018 at 490 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #72.

Kabarec Financial Advisors first reported a position in FNDA in Q4 2017 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold FNDA as of Q2 2018.

  • Kabarec Financial Advisors held 490 shares of Schwab Fundamental US Small Company Index ETF worth $10K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2018.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #72 holding.
  • Kabarec Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2017 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.