SHJ
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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

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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 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

Sharkey, Howes & Javer's FNDA Position: Q1 2018 in Review

Sharkey, Howes & Javer sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2018, closing a stake of 324 shares — an estimated $6K sold.

Sharkey, Howes & Javer first reported a position in FNDA in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 114 funds tracked by Wall St. Rank hold FNDA as of Q1 2018.

  • Sharkey, Howes & Javer reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2018 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 324 Schwab Fundamental US Small Company Index ETF shares in Q1 2018, an estimated $6K.
  • Sharkey, Howes & Javer first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2017 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Schwab Fundamental US Small Company Index ETF position peaked at $6K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2018, filed 26 Apr 2018.