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Kiely Wealth Advisory Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$11.8K Sell
388
-388
-50% -$11.9K 0.01% 190
2024
Q3 		$12.3K Buy
776
+388
+100% +$11.2K 0.01% 190
2024
Q2 		$10.8K Hold
388
– – 0.01% 180
2024
Q1 		$10.6K Hold
388
– – 0.01% 167
2023
Q4 		$10.6K Buy
+388
New +$9.62K 0.01% 166

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Kiely Wealth Advisory Group's FNDA Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 50% in Q4 2024, selling an estimated $11.9K and leaving 388 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #190.

Kiely Wealth Advisory Group first reported a position in FNDA in Q4 2023 and has held it in 5 quarters since. The position peaked at $12.3K in Q3 2024. 444 funds tracked by Wall St. Rank hold FNDA as of Q4 2024.

  • Kiely Wealth Advisory Group held 388 shares of Schwab Fundamental US Small Company Index ETF worth $11.8K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 388 Schwab Fundamental US Small Company Index ETF shares in Q4 2024, an estimated $11.9K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #190 holding.
  • Kiely Wealth Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $12.3K in Q3 2024.
  • 444 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.