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

Level Four 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
2021
Q1 		– Sell
-16,056
Closed -$345K – 305
2020
Q4 		$345K Buy
+16,056
New +$310K 0.15% 191

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Level Four Financial's FNDA Position: Q1 2021 in Review

Level Four Financial sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2021, closing a stake of 16,056 shares — an estimated $345K sold.

Level Four Financial first reported a position in FNDA in Q4 2020 and held it in 1 quarter. The position peaked at $345K in Q4 2020. 209 funds tracked by Wall St. Rank hold FNDA as of Q1 2021.

  • Level Four Financial reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2021 after selling out during the quarter.
  • Level Four Financial sold 16,056 Schwab Fundamental US Small Company Index ETF shares in Q1 2021, an estimated $345K.
  • Level Four Financial first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2020 and held it in 1 quarter.
  • Level Four Financial's Schwab Fundamental US Small Company Index ETF position peaked at $345K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2021.

Based on Level Four Financial's 13F filing for Q1 2021, filed 10 May 2021.