Madden Advisory Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Madden Advisory Services’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
2017 Q2	–	Sell	-9,676	Closed	-$167K	–	128
2017 Q1	$167K	Buy	+9,676	New	+$167K	0.11%	83
2015 Q4	–	Sell	-8,920	Closed	-$121K	–	145
2015 Q3	$121K	Hold	8,920	–	–	0.08%	101
2015 Q2	$135K	Buy	+8,920	New	+$138K	0.08%	101
2015 Q1	–	Sell	-5,380	Closed	-$80K	–	143
2014 Q4	$80K	Buy	5,380 +1,590	+42%	+$22.8K	0.05%	120
2014 Q3	$52K	Buy	+3,790	New	+$54.8K	0.03%	157

Other funds holding FNDA

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

DPA

Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

RWMH

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

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Madden Advisory Services's FNDA Position: Q2 2017 in Review

Madden Advisory Services sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2017, closing a stake of 9,676 shares — an estimated $167K sold.

Madden Advisory Services first reported a position in FNDA in Q3 2014 and held it in 5 quarters. The position peaked at $167K in Q1 2017. 71 funds tracked by Wall St. Rank hold FNDA as of Q2 2017.

Madden Advisory Services reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 9,676 Schwab Fundamental US Small Company Index ETF shares in Q2 2017, an estimated $167K.
Madden Advisory Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2014 and held it in 5 quarters.
Madden Advisory Services's Schwab Fundamental US Small Company Index ETF position peaked at $167K in Q1 2017.
71 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.