Trust Company of Vermont’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Trust Company of Vermont’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 Q3	–	Sell	-202	Closed	-$5K	–	454
2021 Q2	$5K	Buy	+202	New	+$5.38K	﹤0.01%	692
2019 Q4	–	Sell	-1,832	Closed	-$35K	–	934
2019 Q3	$35K	Buy	+1,832	New	+$34.2K	﹤0.01%	528

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 $544M AUM 20.39% 1-Year Est. Return

MWP

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

GAM

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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

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

Trust Company of Vermont's FNDA Position: Q3 2021 in Review

Trust Company of Vermont sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2021, closing a stake of 202 shares — an estimated $5K sold.

Trust Company of Vermont first reported a position in FNDA in Q3 2019 and held it in 2 quarters. The position peaked at $35K in Q3 2019. 241 funds tracked by Wall St. Rank hold FNDA as of Q3 2021.

Trust Company of Vermont reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2021 after selling out during the quarter.
Trust Company of Vermont sold 202 Schwab Fundamental US Small Company Index ETF shares in Q3 2021, an estimated $5K.
Trust Company of Vermont first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2019 and held it in 2 quarters.
Trust Company of Vermont's Schwab Fundamental US Small Company Index ETF position peaked at $35K in Q3 2019.
241 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2021.

Based on Trust Company of Vermont's 13F filing for Q3 2021, filed 22 Oct 2021.