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

Sciencast 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
2017
Q3 		– Sell
-13,380
Closed -$232K – 366
2017
Q2 		$232K Buy
+13,380
New +$231K 0.13% 292

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Sciencast Management's FNDA Position: Q3 2017 in Review

Sciencast Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2017, closing a stake of 13,380 shares — an estimated $232K sold.

Sciencast Management first reported a position in FNDA in Q2 2017 and held it in 1 quarter. The position peaked at $232K in Q2 2017. 77 funds tracked by Wall St. Rank hold FNDA as of Q3 2017.

  • Sciencast Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2017 after selling out during the quarter.
  • Sciencast Management sold 13,380 Schwab Fundamental US Small Company Index ETF shares in Q3 2017, an estimated $232K.
  • Sciencast Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2017 and held it in 1 quarter.
  • Sciencast Management's Schwab Fundamental US Small Company Index ETF position peaked at $232K in Q2 2017.
  • 77 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2017.

Based on Sciencast Management's 13F filing for Q3 2017, filed 14 Nov 2017.