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

Liberty Wealth 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 Q2	–	Sell	-205,930	Closed	-$5.16M	–	204
2023 Q1	$5.16M	Buy	+205,930	New	+$5.14M	1.06%	28
2021 Q4	–	Sell	-338	Closed	-$9K	–	493
2021 Q3	$9K	Buy	+338	New	+$8.97K	﹤0.01%	836
2020 Q3	–	Sell	-658	Closed	-$10K	–	887
2020 Q2	$10K	Buy	+658	New	+$9.74K	0.01%	490

Other funds holding FNDA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Liberty Wealth Management's FNDA Position: Q2 2023 in Review

Liberty Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2023, closing a stake of 205,930 shares — an estimated $5.16M sold.

Liberty Wealth Management first reported a position in FNDA in Q2 2020 and held it in 3 quarters. The position peaked at $5.16M in Q1 2023. 304 funds tracked by Wall St. Rank hold FNDA as of Q2 2023.

Liberty Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 205,930 Schwab Fundamental US Small Company Index ETF shares in Q2 2023, an estimated $5.16M.
Liberty Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2020 and held it in 3 quarters.
Liberty Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $5.16M in Q1 2023.
304 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.