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Moss Adams Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Moss Adams Wealth 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
2023
Q4 		– Sell
-200
Closed -$4.85K – 135
2023
Q3 		$4.85K Buy
+200
New +$5.1K ﹤0.01% 149

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Moss Adams Wealth Advisors's FNDA Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2023, closing a stake of 200 shares — an estimated $4.85K sold.

Moss Adams Wealth Advisors first reported a position in FNDA in Q3 2023 and held it in 1 quarter. The position peaked at $4.85K in Q3 2023. 366 funds tracked by Wall St. Rank hold FNDA as of Q4 2023.

  • Moss Adams Wealth Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 200 Schwab Fundamental US Small Company Index ETF shares in Q4 2023, an estimated $4.85K.
  • Moss Adams Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $4.85K in Q3 2023.
  • 366 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.