Number of Shares
108,870.00
Current Holdings Value*
$6.03 Mil
% of Portfolio
3.29%
Total Estimate Gain
$-2.81 Mil
% of Total Estimate Gain
-43.17%

Rainsberger Wealth Advisors, Inc.'s Schwab Fundamental U.S. Small Company ETF Holding Summary

As of 2023-12-31, Rainsberger Wealth Advisors, Inc. held 108,870.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $6.03 Mil. This investment constitutes 3.29% of their stock portfolio, and Rainsberger Wealth Advisors, Inc. now holds 0.09% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.

The initial trade took place in 2021Q4. And since then Rainsberger Wealth Advisors, Inc. has made 3 purchases of FNDA, at an average price of $54.70, for a total of 119,147.00 shares. In addition, there have been 5 sales at an average price of $48.64 for 10,277.00 shares. Based on historical transaction data and FNDA's current price of $29.43, Rainsberger Wealth Advisors, Inc.'s estimated gain on his FNDA holdings is $-2.81 Mil, reflecting a -43.17% gain to date.

Rainsberger Wealth Advisors, Inc. FNDA ($29.43) Holding Chart

Rainsberger Wealth Advisors, Inc. FNDA ($29.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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