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MYCIO Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

MYCIO Wealth 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
2020
Q1 		– Sell
-11,268
Closed -$227K – 152
2019
Q4 		$227K Buy
+11,268
New +$219K 0.01% 305
2015
Q1 		– Sell
-2,000
Closed -$30K – 671
2014
Q4 		$30K Buy
+2,000
New +$28.7K 0.01% 336

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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

MYCIO Wealth Partners's FNDA Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2020, closing a stake of 11,268 shares — an estimated $227K sold.

MYCIO Wealth Partners first reported a position in FNDA in Q4 2014 and held it in 2 quarters. The position peaked at $227K in Q4 2019. 155 funds tracked by Wall St. Rank hold FNDA as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 11,268 Schwab Fundamental US Small Company Index ETF shares in Q1 2020, an estimated $227K.
  • MYCIO Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2014 and held it in 2 quarters.
  • MYCIO Wealth Partners's Schwab Fundamental US Small Company Index ETF position peaked at $227K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.