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Measured Wealth Private Client Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-100
Closed -$2K – 310
2018
Q3 		$2K Buy
+100
New +$2.05K ﹤0.01% 767

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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Measured Wealth Private Client Group's FNDA Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Measured Wealth Private Client Group first reported a position in FNDA in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 141 funds tracked by Wall St. Rank hold FNDA as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 100 Schwab Fundamental US Small Company Index ETF shares in Q4 2018, an estimated $2K.
  • Measured Wealth Private Client Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Schwab Fundamental US Small Company Index ETF position peaked at $2K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.