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

Maryland 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
2022 Q1	–	Sell	-9,478	Closed	-$264K	–	251
2021 Q4	$264K	Buy	+9,478	New	+$261K	0.01%	231
2021 Q3	–	Sell	-8,866	Closed	-$241K	–	251
2021 Q2	$241K	Buy	+8,866	New	+$236K	0.01%	229
2020 Q1	–	Sell	-10,438	Closed	-$210K	–	207
2019 Q4	$210K	Buy	+10,438	New	+$203K	0.02%	174

Other funds holding FNDA

CSIA

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

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Maryland Capital Management's FNDA Position: Q1 2022 in Review

Maryland Capital Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2022, closing a stake of 9,478 shares — an estimated $264K sold.

Maryland Capital Management first reported a position in FNDA in Q4 2019 and held it in 3 quarters. The position peaked at $264K in Q4 2021. 272 funds tracked by Wall St. Rank hold FNDA as of Q1 2022.

Maryland Capital Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2022 after selling out during the quarter.
Maryland Capital Management sold 9,478 Schwab Fundamental US Small Company Index ETF shares in Q1 2022, an estimated $264K.
Maryland Capital Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and held it in 3 quarters.
Maryland Capital Management's Schwab Fundamental US Small Company Index ETF position peaked at $264K in Q4 2021.
272 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2022.

Based on Maryland Capital Management's 13F filing for Q1 2022, filed 12 May 2022.