Rehmann Capital Advisory Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-1,474	Closed	-$27.8K	–	1819
2019 Q2	$27.8K	Hold	1,474	–	–	﹤0.01%	1044
2019 Q1	$27.4K	Sell	1,474 -71,944	-98%	-$1.32M	﹤0.01%	1021
2018 Q4	$1.07M	Buy	73,418 +71,958	+4,929%	+$1.32M	0.16%	72
2018 Q3	$29.8K	Buy	1,460 +4	+0.3%	+$82	﹤0.01%	994
2018 Q2	$29.1K	Buy	1,456 +4	+0.3%	+$78	﹤0.01%	976
2018 Q1	$27K	Buy	+1,452	New	+$27.5K	﹤0.01%	977

Other funds holding FNDA

CSIA

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

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

CGL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

RWMH

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

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

AFA

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

Rehmann Capital Advisory Group's FNDA Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2019, closing a stake of 1,474 shares — an estimated $27.8K sold.

Rehmann Capital Advisory Group first reported a position in FNDA in Q1 2018 and held it in 6 quarters. The position peaked at $1.07M in Q4 2018. 151 funds tracked by Wall St. Rank hold FNDA as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,474 Schwab Fundamental US Small Company Index ETF shares in Q3 2019, an estimated $27.8K.
Rehmann Capital Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $1.07M in Q4 2018.
151 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.