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Schwab Fundamental U.S. Small Company ETF (FNDA)
Market Closed
16 Oct, 08:00 PM
ARCA
All
(2)
DE
(1)
US
(1)
ARCA
Primary
XBER
$
35.
28
-0.35
-0.9823%
$
8.94B
Market Cap
0.84%
Div Yield
2.07M
Volume
$
35.63
Previous Close
Investors:
BZ
PN
BS
JD
+143
Watching
Watch
Add Transaction
Day Range
35.17
35.87
Year Range
29.31
38.59
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Overview
Dividends
Splits
News
Historical Data
Investors
Schwab Fundamental U.S. Small Company ETF Investors
Name
Quantity
Cost
Value
Profit ($)
Gain (%)
Richard S. Levenson
Western Financial Corp./CA
5,892
$191,082.16
$208,841.94
$17,759.78
9.29%
Erik Brenner
Hilltop Partners LLC
35,288
$983,756.58
$1.26M
$275,142.82
27.97%
Holly Skipper
Verum Partners LLC
99,237
$2.8M
$3.54M
$738,810.84
26.41%
Kevin Gray
Lodestar Private Asset Management LLC
18,950
$518,801.82
$673,293.5
$154,491.68
29.78%
Jeffrey Hanson
Breakwater Capital Group
93,706
$2.8M
$3.31M
$511,745.12
18.26%
AAL
Avraham A. Levitan
Glass Jacobson Investment Advisors LLC
2,947
$99,296.74
$104,014.36
$4,717.62
4.75%
CAD
Chelsea A. Delgado
Main Street Group Ltd.
122
$3,956
$4,295.62
$339.62
8.58%
LAM
Lakewood Asset Management LLC
Lakewood Asset Management LLC
31,796
$850,344.17
$1.13M
$281,434.45
33.1%
WRP
Werba Rubin Papier Wealth Management
Werba Rubin Papier Wealth Management
18,210
$426,165.24
$645,089.25
$218,924.01
51.37%
SCM
Sebold Capital Management Inc.
Sebold Capital Management Inc.
162,144
$4.25M
$5.76M
$1.51M
35.54%
JC
Jared Calvert
Buck Wealth Strategies LLC
126
$4,801
$4,473
-$328
-6.83%
Michael Yoder
Yoder Wealth Management Inc.
65,346
$1.59M
$2.32M
$725,165.94
45.58%
Andrew Kirchner
ELEVATION WEALTH PARTNERS, LLC
97
$2,467.66
$3,454.17
$986.51
39.98%
Alexandra Stickelman
Root Financial Partners, LLC
14,251
$447,371.35
$503,915.36
$56,544.01
12.64%
Benjamin J. Jones
National Wealth Management Group, LLC
7,477
$232,983.43
$265,620.42
$32,636.99
14.01%
Katherine Stoner
Empower Advisory Group, LLC
7,727
$240,773.44
$272,514.29
$31,740.85
13.18%
Jane Bortnem
Cherry Tree Wealth Management, LLC
7,446
$188,841.95
$265,300.98
$76,459.03
40.49%
Timothy Monaco
Dechtman Wealth Management, LLC
23,140
$640,353.22
$820,428.7
$180,075.48
28.12%
Christopher C. Powers
Farther Finance Advisors, LLC
84,903
$2.53M
$2.99M
$455,541.46
18.01%
Patrick J. DiNuzzo
DiNuzzo Private Wealth, Inc.
558
$15,783.19
$19,873.17
$4,089.98
25.91%
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