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Westbourne Investments’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Westbourne Investments’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
2025
Q1 		– Sell
-8,872
Closed -$263K – 144
2024
Q4 		$263K Buy
+8,872
New +$271K 0.16% 105

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CGL
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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westbourne Investments's FNDA Position: Q1 2025 in Review

Westbourne Investments sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2025, closing a stake of 8,872 shares — an estimated $263K sold.

Westbourne Investments first reported a position in FNDA in Q4 2024 and held it in 1 quarter. The position peaked at $263K in Q4 2024. 421 funds tracked by Wall St. Rank hold FNDA as of Q1 2025.

  • Westbourne Investments reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Westbourne Investments sold 8,872 Schwab Fundamental US Small Company Index ETF shares in Q1 2025, an estimated $263K.
  • Westbourne Investments first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and held it in 1 quarter.
  • Westbourne Investments's Schwab Fundamental US Small Company Index ETF position peaked at $263K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2025.

Based on Westbourne Investments's 13F filing for Q1 2025, filed 21 May 2025.