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

Safeguard Financial’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
Q3 		– Sell
-728
Closed -$18K – 240
2023
Q2 		$18K Buy
+728
New +$17.5K 0.01% 274

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Safeguard Financial's FNDA Position: Q3 2023 in Review

Safeguard Financial sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2023, closing a stake of 728 shares — an estimated $18K sold.

Safeguard Financial first reported a position in FNDA in Q2 2023 and held it in 1 quarter. The position peaked at $18K in Q2 2023. 304 funds tracked by Wall St. Rank hold FNDA as of Q3 2023.

  • Safeguard Financial reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 728 Schwab Fundamental US Small Company Index ETF shares in Q3 2023, an estimated $18K.
  • Safeguard Financial first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Schwab Fundamental US Small Company Index ETF position peaked at $18K in Q2 2023.
  • 304 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.