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

Level Financial Advisors’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
-32
Closed -$1K – 274
2022
Q2 		$1K Buy
+32
New +$790 ﹤0.01% 273

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

Level Financial Advisors's FNDA Position: Q3 2022 in Review

Level Financial Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2022, closing a stake of 32 shares — an estimated $1K sold.

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

  • Level Financial Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 32 Schwab Fundamental US Small Company Index ETF shares in Q3 2022, an estimated $1K.
  • Level Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $1K in Q2 2022.
  • 254 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.