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Laurel Wealth Planning’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-410
Closed -$9.58K – 105
2022
Q4 		$9.58K Hold
410
– – 0.01% 160
2022
Q3 		$9K Buy
+410
New +$9.77K 0.01% 163

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Laurel Wealth Planning's FNDA Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2023, closing a stake of 410 shares — an estimated $9.58K sold.

Laurel Wealth Planning first reported a position in FNDA in Q3 2022 and held it in 2 quarters. The position peaked at $9.58K in Q4 2022. 293 funds tracked by Wall St. Rank hold FNDA as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 410 Schwab Fundamental US Small Company Index ETF shares in Q1 2023, an estimated $9.58K.
  • Laurel Wealth Planning first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2022 and held it in 2 quarters.
  • Laurel Wealth Planning's Schwab Fundamental US Small Company Index ETF position peaked at $9.58K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.