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Mariner Independent Advisor Network’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$2.86M Buy
134,458
+680
+0.5% +$16.2K 0.12% 181
2022
Q2 		$3.03M Buy
+133,778
New +$3.3M 0.13% 173

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Mariner Independent Advisor Network's FNDA Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.51% in Q3 2022, buying an estimated $16.2K and bringing the position to 134,458 shares worth $2.86M. The position accounts for 0.12% of the portfolio, ranked #181.

Mariner Independent Advisor Network first reported a position in FNDA in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.03M in Q2 2022. 254 funds tracked by Wall St. Rank hold FNDA as of Q3 2022.

  • Mariner Independent Advisor Network held 134,458 shares of Schwab Fundamental US Small Company Index ETF worth $2.86M as of Q3 2022.
  • Mariner Independent Advisor Network bought 680 Schwab Fundamental US Small Company Index ETF shares in Q3 2022, an estimated $16.2K.
  • Schwab Fundamental US Small Company Index ETF made up 0.12% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #181 holding.
  • Mariner Independent Advisor Network first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's Schwab Fundamental US Small Company Index ETF position peaked at $3.03M in Q2 2022.
  • 254 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.