Shine Investment Advisory Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$42K	Hold	2,530	–	–	0.01%	324
2020 Q2	$40K	Sell	2,530 -288	-10%	-$4.26K	0.01%	336
2020 Q1	$36K	Buy	2,818 +762	+37%	+$13.5K	0.02%	320
2019 Q4	$41K	Hold	2,056	–	–	0.02%	359
2019 Q3	$39K	Hold	2,056	–	–	0.02%	353
2019 Q2	$39K	Hold	2,056	–	–	0.02%	347
2019 Q1	$38K	Hold	2,056	–	–	0.02%	354
2018 Q4	$34K	Buy	+2,056	New	+$37.7K	0.02%	337

Other funds holding FNDA

CSIA

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

CGL

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

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

MWP

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Shine Investment Advisory Services's FNDA Position: Q3 2020 in Review

Shine Investment Advisory Services held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q3 2020 at 2,530 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #324.

Shine Investment Advisory Services first reported a position in FNDA in Q4 2018 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold FNDA as of Q3 2020.

Shine Investment Advisory Services held 2,530 shares of Schwab Fundamental US Small Company Index ETF worth $42K as of Q3 2020.
Shine Investment Advisory Services left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q3 2020.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #324 holding.
Shine Investment Advisory Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2018 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.