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Liberty Capital Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Liberty Capital Management’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
-10,494
Closed -$245K – 138
2022
Q4 		$245K Buy
+10,494
New +$247K 0.09% 123

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CGL
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UBS Group
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Ameriprise
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MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
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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

Liberty Capital Management's FNDA Position: Q1 2023 in Review

Liberty Capital Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2023, closing a stake of 10,494 shares — an estimated $245K sold.

Liberty Capital Management first reported a position in FNDA in Q4 2022 and held it in 1 quarter. The position peaked at $245K in Q4 2022. 293 funds tracked by Wall St. Rank hold FNDA as of Q1 2023.

  • Liberty Capital Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Liberty Capital Management sold 10,494 Schwab Fundamental US Small Company Index ETF shares in Q1 2023, an estimated $245K.
  • Liberty Capital Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and held it in 1 quarter.
  • Liberty Capital Management's Schwab Fundamental US Small Company Index ETF position peaked at $245K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2023.

Based on Liberty Capital Management's 13F filing for Q1 2023, filed 11 Apr 2023.