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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

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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

WealthPLAN Partners's FNDA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2023, closing a stake of 2,136 shares — an estimated $53.9K sold.

WealthPLAN Partners first reported a position in FNDA in Q1 2023 and held it in 2 quarters. The position peaked at $53.9K in Q2 2023. 305 funds tracked by Wall St. Rank hold FNDA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,136 Schwab Fundamental US Small Company Index ETF shares in Q3 2023, an estimated $53.9K.
  • WealthPLAN Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Schwab Fundamental US Small Company Index ETF position peaked at $53.9K in Q2 2023.
  • 305 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.