LPP
FNDA icon

Life Planning Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-242
Closed -$6.7K – 119
2023
Q4 		$6.7K Buy
+242
New +$6K 0.01% 170

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Life Planning Partners's FNDA Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2024, closing a stake of 242 shares — an estimated $6.7K sold.

Life Planning Partners first reported a position in FNDA in Q4 2023 and held it in 1 quarter. The position peaked at $6.7K in Q4 2023. 375 funds tracked by Wall St. Rank hold FNDA as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 242 Schwab Fundamental US Small Company Index ETF shares in Q1 2024, an estimated $6.7K.
  • Life Planning Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Schwab Fundamental US Small Company Index ETF position peaked at $6.7K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.