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Power Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Power Wealth Management’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
2024
Q3 		– Sell
-16,200
Closed -$445K – 94
2024
Q2 		$445K Buy
+16,200
New +$447K 0.21% 72

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WA
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CGL
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SCM
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UBS Group
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Power Wealth Management's FNDA Position: Q3 2024 in Review

Power Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2024, closing a stake of 16,200 shares — an estimated $445K sold.

Power Wealth Management first reported a position in FNDA in Q2 2024 and held it in 1 quarter. The position peaked at $445K in Q2 2024. 402 funds tracked by Wall St. Rank hold FNDA as of Q3 2024.

  • Power Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Power Wealth Management sold 16,200 Schwab Fundamental US Small Company Index ETF shares in Q3 2024, an estimated $445K.
  • Power Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and held it in 1 quarter.
  • Power Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $445K in Q2 2024.
  • 402 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2024.

Based on Power Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.