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Pathway Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-3,364
Closed -$67K – 187
2018
Q2 		$67K Buy
3,364
+346
+11% +$6.75K 0.04% 204
2018
Q1 		$56K Buy
+3,018
New +$57.2K 0.03% 231

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

Pathway Financial Advisors's FNDA Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2018, closing a stake of 3,364 shares — an estimated $67K sold.

Pathway Financial Advisors first reported a position in FNDA in Q1 2018 and held it in 2 quarters. The position peaked at $67K in Q2 2018. 136 funds tracked by Wall St. Rank hold FNDA as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 3,364 Schwab Fundamental US Small Company Index ETF shares in Q3 2018, an estimated $67K.
  • Pathway Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2018 and held it in 2 quarters.
  • Pathway Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $67K in Q2 2018.
  • 136 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.