Sharkey, Howes & Javer’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Sharkey, Howes & Javer’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
2018 Q1	–	Sell	-324	Closed	-$6K	–	233
2017 Q4	$6K	Buy	+324	New	+$6K	﹤0.01%	162

Other funds holding FNDA

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

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return