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Simplicity Wealth’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Simplicity Wealth’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
2024
Q2 		– Sell
-7,048
Closed -$201K – 1264
2024
Q1 		$201K Buy
+7,048
New +$192K ﹤0.01% 1073

Other funds holding FNDA

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Charles Schwab San Francisco, California $654B AUM 26.35% 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
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Simplicity Wealth's FNDA Position: Q2 2024 in Review

Simplicity Wealth sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2024, closing a stake of 7,048 shares — an estimated $201K sold.

Simplicity Wealth first reported a position in FNDA in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 391 funds tracked by Wall St. Rank hold FNDA as of Q2 2024.

  • Simplicity Wealth reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 7,048 Schwab Fundamental US Small Company Index ETF shares in Q2 2024, an estimated $201K.
  • Simplicity Wealth first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Schwab Fundamental US Small Company Index ETF position peaked at $201K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.