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USA Financial Formulas’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

USA Financial Formulas’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
-30
Closed -$1K – 198
2018
Q4 		$1K Buy
+30
New +$550 ﹤0.01% 299

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

USA Financial Formulas's FNDA Position: Q1 2019 in Review

USA Financial Formulas sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2019, closing a stake of 30 shares — an estimated $1K sold.

USA Financial Formulas first reported a position in FNDA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 146 funds tracked by Wall St. Rank hold FNDA as of Q1 2019.

  • USA Financial Formulas reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 30 Schwab Fundamental US Small Company Index ETF shares in Q1 2019, an estimated $1K.
  • USA Financial Formulas first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2018 and held it in 1 quarter.
  • USA Financial Formulas's Schwab Fundamental US Small Company Index ETF position peaked at $1K in Q4 2018.
  • 146 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.