SIA
FNDA icon

Stancorp Investment Advisers’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$12K Buy
802
+400
+100% +$6.03K 0.01% 433
2014
Q4 		$6K Buy
+402
New +$5.77K ﹤0.01% 500

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

Stancorp Investment Advisers's FNDA Position: Q1 2015 in Review

Stancorp Investment Advisers increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 100% in Q1 2015, buying an estimated $6.03K and bringing the position to 802 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #433.

Stancorp Investment Advisers first reported a position in FNDA in Q4 2014 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold FNDA as of Q1 2015.

  • Stancorp Investment Advisers held 802 shares of Schwab Fundamental US Small Company Index ETF worth $12K as of Q1 2015.
  • Stancorp Investment Advisers bought 400 Schwab Fundamental US Small Company Index ETF shares in Q1 2015, an estimated $6.03K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #433 holding.
  • Stancorp Investment Advisers first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2014 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.