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Mosaic Financial Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Mosaic Financial Partners’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
Q2 		$1.89M Buy
94,910
+12,652
+15% +$247K 1.24% 25
2018
Q1 		$1.53M Buy
82,258
+47,574
+137% +$902K 0.93% 30
2017
Q4 		$657K Buy
+34,684
New +$642K 0.38% 36

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
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

Mosaic Financial Partners's FNDA Position: Q2 2018 in Review

Mosaic Financial Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 15% in Q2 2018, buying an estimated $247K and bringing the position to 94,910 shares worth $1.89M. The position accounts for 1.24% of the portfolio, ranked #25.

Mosaic Financial Partners first reported a position in FNDA in Q4 2017 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold FNDA as of Q2 2018.

  • Mosaic Financial Partners held 94,910 shares of Schwab Fundamental US Small Company Index ETF worth $1.89M as of Q2 2018.
  • Mosaic Financial Partners bought 12,652 Schwab Fundamental US Small Company Index ETF shares in Q2 2018, an estimated $247K.
  • Schwab Fundamental US Small Company Index ETF made up 1.24% of Mosaic Financial Partners's portfolio in Q2 2018, its #25 holding.
  • Mosaic Financial Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2017 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.