MWM
FNDA icon

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

MinichMacGregor 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
2016
Q4 		– Sell
-6
Closed – – 464
2016
Q3 		$0 Buy
+6
New +$92 ﹤0.01% 462

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

MinichMacGregor Wealth Management's FNDA Position: Q4 2016 in Review

MinichMacGregor Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2016, closing a stake of 6 shares.

MinichMacGregor Wealth Management first reported a position in FNDA in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 63 funds tracked by Wall St. Rank hold FNDA as of Q4 2016.

  • MinichMacGregor Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6 Schwab Fundamental US Small Company Index ETF shares in Q4 2016.
  • MinichMacGregor Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2016 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $0 in Q3 2016.
  • 63 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2016, filed 28 Jun 2018.