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Knuff & Co’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Knuff & Co’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
Q1 		– Sell
-360
Closed -$6K – 138
2018
Q4 		$6K Buy
+360
New +$6.59K 0.01% 113

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FCAS
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
RC
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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Knuff & Co's FNDA Position: Q1 2019 in Review

Knuff & Co sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2019, closing a stake of 360 shares — an estimated $6K sold.

Knuff & Co first reported a position in FNDA in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 145 funds tracked by Wall St. Rank hold FNDA as of Q1 2019.

  • Knuff & Co reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • Knuff & Co sold 360 Schwab Fundamental US Small Company Index ETF shares in Q1 2019, an estimated $6K.
  • Knuff & Co first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2018 and held it in 1 quarter.
  • Knuff & Co's Schwab Fundamental US Small Company Index ETF position peaked at $6K in Q4 2018.
  • 145 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2019.

Based on Knuff & Co's 13F filing for Q1 2019, filed 8 May 2019.