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Woodmont Investment Counsel’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-1,116
Closed -$31.8K – 269
2024
Q1 		$31.8K Buy
+1,116
New +$30.4K ﹤0.01% 312

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Woodmont Investment Counsel's FNDA Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2024, closing a stake of 1,116 shares — an estimated $31.8K sold.

Woodmont Investment Counsel first reported a position in FNDA in Q1 2024 and held it in 1 quarter. The position peaked at $31.8K in Q1 2024. 391 funds tracked by Wall St. Rank hold FNDA as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,116 Schwab Fundamental US Small Company Index ETF shares in Q2 2024, an estimated $31.8K.
  • Woodmont Investment Counsel first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Schwab Fundamental US Small Company Index ETF position peaked at $31.8K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.