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

Reby 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
2020 Q4	$384K	Buy	+17,916	New	+$345K	0.1%	52

Other funds holding FNDA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Reby Advisors's FNDA Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2020: 17,916 shares worth $384K. The stake represents 0.1% of the portfolio and ranks #52 among its holdings.

188 funds tracked by Wall St. Rank hold FNDA as of Q4 2020.

Reby Advisors held 17,916 shares of Schwab Fundamental US Small Company Index ETF worth $384K as of Q4 2020.
Schwab Fundamental US Small Company Index ETF was a new Reby Advisors position in Q4 2020.
Schwab Fundamental US Small Company Index ETF made up 0.1% of Reby Advisors's portfolio in Q4 2020, its #52 holding.
188 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.