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NewSquare Capital’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-510
Closed -$12.9K – 687
2023
Q2 		$12.9K Buy
+510
New +$12.2K ﹤0.01% 315

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CGL
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Ameriprise
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MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
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PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

NewSquare Capital's FNDA Position: Q3 2023 in Review

NewSquare Capital sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2023, closing a stake of 510 shares — an estimated $12.9K sold.

NewSquare Capital first reported a position in FNDA in Q2 2023 and held it in 1 quarter. The position peaked at $12.9K in Q2 2023. 304 funds tracked by Wall St. Rank hold FNDA as of Q3 2023.

  • NewSquare Capital reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 510 Schwab Fundamental US Small Company Index ETF shares in Q3 2023, an estimated $12.9K.
  • NewSquare Capital first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and held it in 1 quarter.
  • NewSquare Capital's Schwab Fundamental US Small Company Index ETF position peaked at $12.9K in Q2 2023.
  • 304 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.