PCFFS
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Pacific Center for Financial Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Pacific Center for Financial Services’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
2021
Q4 		– Sell
-456
Closed -$12K – 391
2021
Q3 		$12K Buy
+456
New +$12.1K 0.01% 268

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RWMH
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MWP
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FPF
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RCA
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GAM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Pacific Center for Financial Services's FNDA Position: Q4 2021 in Review

Pacific Center for Financial Services sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2021, closing a stake of 456 shares — an estimated $12K sold.

Pacific Center for Financial Services first reported a position in FNDA in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 266 funds tracked by Wall St. Rank hold FNDA as of Q4 2021.

  • Pacific Center for Financial Services reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2021 after selling out during the quarter.
  • Pacific Center for Financial Services sold 456 Schwab Fundamental US Small Company Index ETF shares in Q4 2021, an estimated $12K.
  • Pacific Center for Financial Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2021 and held it in 1 quarter.
  • Pacific Center for Financial Services's Schwab Fundamental US Small Company Index ETF position peaked at $12K in Q3 2021.
  • 266 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2021.

Based on Pacific Center for Financial Services's 13F filing for Q4 2021, filed 14 Feb 2022.