Ritter Daniher Financial Advisory’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Ritter Daniher Financial Advisory’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
2023 Q2	–	Sell	-2,280	Closed	-$55.5K	–	336
2023 Q1	$55.5K	Buy	+2,280	New	+$56.9K	0.02%	128
2022 Q4	–	Sell	-102	Closed	-$2K	–	298
2022 Q3	$2K	Hold	102	–	–	﹤0.01%	220
2022 Q2	$2K	Hold	102	–	–	﹤0.01%	220
2022 Q1	$3K	Sell	102 -80	-44%	-$2.12K	﹤0.01%	211
2021 Q4	$5K	Buy	+182	New	+$5.01K	﹤0.01%	187

Other funds holding FNDA

CSIA

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

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

CGL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MWP

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

RWMH

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

RCA

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

Ritter Daniher Financial Advisory's FNDA Position: Q2 2023 in Review

Ritter Daniher Financial Advisory sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2023, closing a stake of 2,280 shares — an estimated $55.5K sold.

Ritter Daniher Financial Advisory first reported a position in FNDA in Q4 2021 and held it in 5 quarters. The position peaked at $55.5K in Q1 2023. 303 funds tracked by Wall St. Rank hold FNDA as of Q2 2023.

Ritter Daniher Financial Advisory reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 2,280 Schwab Fundamental US Small Company Index ETF shares in Q2 2023, an estimated $55.5K.
Ritter Daniher Financial Advisory first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and held it in 5 quarters.
Ritter Daniher Financial Advisory's Schwab Fundamental US Small Company Index ETF position peaked at $55.5K in Q1 2023.
303 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.