Kavar Capital Partners Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Kavar Capital Partners Group’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
2019 Q3	–	Sell	-400	Closed	-$8K	–	250
2019 Q2	$8K	Buy	+400	New	+$7.51K	﹤0.01%	384
2018 Q3	–	Sell	-400	Closed	-$8K	–	211
2018 Q2	$8K	Hold	400	–	–	﹤0.01%	331
2018 Q1	$7K	Buy	+400	New	+$7.59K	﹤0.01%	342

Other funds holding FNDA

CSIA

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

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

CGL

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

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

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Kavar Capital Partners Group's FNDA Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2019, closing a stake of 400 shares — an estimated $8K sold.

Kavar Capital Partners Group first reported a position in FNDA in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 151 funds tracked by Wall St. Rank hold FNDA as of Q3 2019.

Kavar Capital Partners Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 400 Schwab Fundamental US Small Company Index ETF shares in Q3 2019, an estimated $8K.
Kavar Capital Partners Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's Schwab Fundamental US Small Company Index ETF position peaked at $8K in Q2 2019.
151 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.