MWM
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Merriman Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Merriman Wealth 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
-15,312
Closed -$426K – 208
2021
Q4 		$426K Buy
+15,312
New +$422K 0.03% 154

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
WA
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
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

Merriman Wealth Management's FNDA Position: Q1 2022 in Review

Merriman Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2022, closing a stake of 15,312 shares — an estimated $426K sold.

Merriman Wealth Management first reported a position in FNDA in Q4 2021 and held it in 1 quarter. The position peaked at $426K in Q4 2021. 272 funds tracked by Wall St. Rank hold FNDA as of Q1 2022.

  • Merriman Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 15,312 Schwab Fundamental US Small Company Index ETF shares in Q1 2022, an estimated $426K.
  • Merriman Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and held it in 1 quarter.
  • Merriman Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $426K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.