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Marshall & Sullivan’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Marshall & Sullivan’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
2018
Q3 		– Sell
-52
Closed -$1.04K – 57
2018
Q2 		$1.04K Buy
+52
New +$1.01K ﹤0.01% 84

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Marshall & Sullivan's FNDA Position: Q3 2018 in Review

Marshall & Sullivan sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2018, closing a stake of 52 shares — an estimated $1.04K sold.

Marshall & Sullivan first reported a position in FNDA in Q2 2018 and held it in 1 quarter. The position peaked at $1.04K in Q2 2018. 136 funds tracked by Wall St. Rank hold FNDA as of Q3 2018.

  • Marshall & Sullivan reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2018 after selling out during the quarter.
  • Marshall & Sullivan sold 52 Schwab Fundamental US Small Company Index ETF shares in Q3 2018, an estimated $1.04K.
  • Marshall & Sullivan first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2018 and held it in 1 quarter.
  • Marshall & Sullivan's Schwab Fundamental US Small Company Index ETF position peaked at $1.04K in Q2 2018.
  • 136 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2018.

Based on Marshall & Sullivan's 13F filing for Q3 2018, filed 29 Oct 2018.