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LifePlan Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

LifePlan Financial Group’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
2019
Q4 		– Sell
-2,706
Closed -$51K – 560
2019
Q3 		$51K Buy
+2,706
New +$50.6K 0.02% 240

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LifePlan Financial Group's FNDA Position: Q4 2019 in Review

LifePlan Financial Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2019, closing a stake of 2,706 shares — an estimated $51K sold.

LifePlan Financial Group first reported a position in FNDA in Q3 2019 and held it in 1 quarter. The position peaked at $51K in Q3 2019. 178 funds tracked by Wall St. Rank hold FNDA as of Q4 2019.

  • LifePlan Financial Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 2,706 Schwab Fundamental US Small Company Index ETF shares in Q4 2019, an estimated $51K.
  • LifePlan Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2019 and held it in 1 quarter.
  • LifePlan Financial Group's Schwab Fundamental US Small Company Index ETF position peaked at $51K in Q3 2019.
  • 178 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.