Teamwork Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Teamwork Financial Advisors’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
2022 Q1	–	Sell	-9,642	Closed	-$268K	–	278
2021 Q4	$268K	Sell	9,642 -1,902	-16%	-$52.4K	0.05%	248
2021 Q3	$304K	Sell	11,544 -686	-6%	-$18.2K	0.06%	211
2021 Q2	$333K	Sell	12,230 -16,676	-58%	-$444K	0.07%	185
2021 Q1	$732K	Buy	+28,906	New	+$700K	0.17%	115

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

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

GAM

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

RCA

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

AFA

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

Teamwork Financial Advisors's FNDA Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2022, closing a stake of 9,642 shares — an estimated $268K sold.

Teamwork Financial Advisors first reported a position in FNDA in Q1 2021 and held it in 4 quarters. The position peaked at $732K in Q1 2021. 272 funds tracked by Wall St. Rank hold FNDA as of Q1 2022.

Teamwork Financial Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 9,642 Schwab Fundamental US Small Company Index ETF shares in Q1 2022, an estimated $268K.
Teamwork Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2021 and held it in 4 quarters.
Teamwork Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $732K in Q1 2021.
272 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.