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Miracle Mile Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Miracle Mile Advisors’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
2020
Q4 		– Sell
-13,556
Closed -$224K – 377
2020
Q3 		$224K Buy
+13,556
New +$228K 0.02% 318

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BCI
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CGL
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WA
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RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AFA
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RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Miracle Mile Advisors's FNDA Position: Q4 2020 in Review

Miracle Mile Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2020, closing a stake of 13,556 shares — an estimated $224K sold.

Miracle Mile Advisors first reported a position in FNDA in Q3 2020 and held it in 1 quarter. The position peaked at $224K in Q3 2020. 188 funds tracked by Wall St. Rank hold FNDA as of Q4 2020.

  • Miracle Mile Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2020 after selling out during the quarter.
  • Miracle Mile Advisors sold 13,556 Schwab Fundamental US Small Company Index ETF shares in Q4 2020, an estimated $224K.
  • Miracle Mile Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2020 and held it in 1 quarter.
  • Miracle Mile Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $224K in Q3 2020.
  • 188 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2020.

Based on Miracle Mile Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.