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

WealthPLAN 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
2023 Q3	–	Sell	-2,136	Closed	-$53.9K	–	586
2023 Q2	$53.9K	Buy	2,136 +272	+15%	+$6.53K	0.01%	493
2023 Q1	$45.4K	Buy	+1,864	New	+$46.6K	0.01%	576

Other funds holding FNDA

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

Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moller Wealth Partners $507M AUM 18.02% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

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