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

Lee Financial’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
2022
Q3 		– Sell
-268
Closed -$6K – 880
2022
Q2 		$6K Buy
+268
New +$6.62K ﹤0.01% 527

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 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
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Lee Financial's FNDA Position: Q3 2022 in Review

Lee Financial sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2022, closing a stake of 268 shares — an estimated $6K sold.

Lee Financial first reported a position in FNDA in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 254 funds tracked by Wall St. Rank hold FNDA as of Q3 2022.

  • Lee Financial reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 268 Schwab Fundamental US Small Company Index ETF shares in Q3 2022, an estimated $6K.
  • Lee Financial first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2022 and held it in 1 quarter.
  • Lee Financial's Schwab Fundamental US Small Company Index ETF position peaked at $6K in Q2 2022.
  • 254 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.