WestHill Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

WestHill Financial 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
2023 Q1	–	Sell	-172	Closed	-$4.02K	–	117
2022 Q4	$4.02K	Hold	172	–	–	﹤0.01%	113
2022 Q3	$4K	Hold	172	–	–	﹤0.01%	103
2022 Q2	$4K	Sell	172 -54	-24%	-$1.33K	﹤0.01%	108
2022 Q1	$6K	Hold	226	–	–	﹤0.01%	113
2021 Q4	$6K	Hold	226	–	–	﹤0.01%	114
2021 Q3	$6K	Buy	+226	New	+$6K	﹤0.01%	99

Other funds holding FNDA

CSIA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

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

RCA

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

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

FPF

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

WestHill Financial Advisors's FNDA Position: Q1 2023 in Review

WestHill Financial Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2023, closing a stake of 172 shares — an estimated $4.02K sold.

WestHill Financial Advisors first reported a position in FNDA in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 293 funds tracked by Wall St. Rank hold FNDA as of Q1 2023.

WestHill Financial Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2023 after selling out during the quarter.
WestHill Financial Advisors sold 172 Schwab Fundamental US Small Company Index ETF shares in Q1 2023, an estimated $4.02K.
WestHill Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2021 and held it in 6 quarters.
WestHill Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $6K in Q1 2022.
293 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2023.

Based on WestHill Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.