Sterling Financial Planning’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-1,764	Closed	-$46K	–	208
2021 Q3	$46K	Hold	1,764	–	–	0.03%	189
2021 Q2	$48K	Hold	1,764	–	–	0.03%	172
2021 Q1	$45K	Hold	1,764	–	–	0.03%	158
2020 Q4	$38K	Buy	+1,764	New	+$34K	0.03%	161

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 $470M AUM 15.78% 1-Year Est. Return

MWP

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

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AFA

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

Sterling Financial Planning's FNDA Position: Q4 2021 in Review

Sterling Financial Planning sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2021, closing a stake of 1,764 shares — an estimated $46K sold.

Sterling Financial Planning first reported a position in FNDA in Q4 2020 and held it in 4 quarters. The position peaked at $48K in Q2 2021. 266 funds tracked by Wall St. Rank hold FNDA as of Q4 2021.

Sterling Financial Planning reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,764 Schwab Fundamental US Small Company Index ETF shares in Q4 2021, an estimated $46K.
Sterling Financial Planning first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Schwab Fundamental US Small Company Index ETF position peaked at $48K in Q2 2021.
266 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.