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

SVA Wealth Management’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
2019 Q1	–	Sell	-33,184	Closed	-$545K	–	211
2018 Q4	$545K	Sell	33,184 -39,226	-54%	-$719K	0.06%	143
2018 Q3	$1.47M	Sell	72,410 -155,376	-68%	-$3.18M	0.15%	104
2018 Q2	$4.54M	Buy	+227,786	New	+$4.45M	0.49%	54

Other funds holding FNDA

CSIA

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BCI

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

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

AFA

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

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

SVA Wealth Management's FNDA Position: Q1 2019 in Review

SVA Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2019, closing a stake of 33,184 shares — an estimated $545K sold.

SVA Wealth Management first reported a position in FNDA in Q2 2018 and held it in 3 quarters. The position peaked at $4.54M in Q2 2018. 146 funds tracked by Wall St. Rank hold FNDA as of Q1 2019.

SVA Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2019 after selling out during the quarter.
SVA Wealth Management sold 33,184 Schwab Fundamental US Small Company Index ETF shares in Q1 2019, an estimated $545K.
SVA Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2018 and held it in 3 quarters.
SVA Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $4.54M in Q2 2018.
146 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2019.

Based on SVA Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.