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Wilbanks Smith & Thomas Asset Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-560
Closed -$11K – 695
2018
Q3 		$11K Buy
+560
New +$11.5K ﹤0.01% 1015

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FCAS
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VCM
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BJ
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RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FNDA Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2018, closing a stake of 560 shares — an estimated $11K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FNDA in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 141 funds tracked by Wall St. Rank hold FNDA as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 560 Schwab Fundamental US Small Company Index ETF shares in Q4 2018, an estimated $11K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Schwab Fundamental US Small Company Index ETF position peaked at $11K in Q3 2018.
  • 141 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.