Wealthcare Advisory Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-204	Closed	-$5K	–	995
2021 Q1	$5K	Buy	+204	New	+$4.94K	﹤0.01%	1644
2020 Q2	–	Sell	-386	Closed	-$5K	–	684
2020 Q1	$5K	Hold	386	–	–	﹤0.01%	1098
2019 Q4	$8K	Buy	386 +164	+74%	+$3.19K	﹤0.01%	999
2019 Q3	$4K	Sell	222 -26	-10%	-$486	﹤0.01%	1102
2019 Q2	$5K	Buy	248 +222	+854%	+$4.17K	﹤0.01%	1053
2019 Q1	$0	Hold	26	–	–	﹤0.01%	1232
2018 Q4	$0	Buy	+26	New	+$476	﹤0.01%	1221

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 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

Wealthcare Advisory Partners's FNDA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2021, closing a stake of 204 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in FNDA in Q4 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 229 funds tracked by Wall St. Rank hold FNDA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 204 Schwab Fundamental US Small Company Index ETF shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2018 and held it in 7 quarters.
Wealthcare Advisory Partners's Schwab Fundamental US Small Company Index ETF position peaked at $8K in Q4 2019.
229 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.