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

Manchester 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
2020
Q3 		– Sell
-838
Closed -$13K – 600
2020
Q2 		$13K Buy
+838
New +$12.4K ﹤0.01% 457

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CGL
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WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RWMH
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Manchester Capital Management's FNDA Position: Q3 2020 in Review

Manchester Capital Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2020, closing a stake of 838 shares — an estimated $13K sold.

Manchester Capital Management first reported a position in FNDA in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 160 funds tracked by Wall St. Rank hold FNDA as of Q3 2020.

  • Manchester Capital Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2020 after selling out during the quarter.
  • Manchester Capital Management sold 838 Schwab Fundamental US Small Company Index ETF shares in Q3 2020, an estimated $13K.
  • Manchester Capital Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2020 and held it in 1 quarter.
  • Manchester Capital Management's Schwab Fundamental US Small Company Index ETF position peaked at $13K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2020.

Based on Manchester Capital Management's 13F filing for Q3 2020, filed 27 Oct 2020.