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West Paces Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

West Paces Advisors’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
-1,396
Closed -$38K – 590
2021
Q2 		$38K Buy
+1,396
New +$37.2K 0.01% 226

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RWMH
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MWP
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FPF
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RCA
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GAM
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AFA
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Ameriprise
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West Paces Advisors's FNDA Position: Q3 2021 in Review

West Paces Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2021, closing a stake of 1,396 shares — an estimated $38K sold.

West Paces Advisors first reported a position in FNDA in Q2 2021 and held it in 1 quarter. The position peaked at $38K in Q2 2021. 241 funds tracked by Wall St. Rank hold FNDA as of Q3 2021.

  • West Paces Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2021 after selling out during the quarter.
  • West Paces Advisors sold 1,396 Schwab Fundamental US Small Company Index ETF shares in Q3 2021, an estimated $38K.
  • West Paces Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2021 and held it in 1 quarter.
  • West Paces Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $38K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2021.

Based on West Paces Advisors's 13F filing for Q3 2021, filed 20 Dec 2023.