Acima Private Wealth’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Acima Private Wealth’s Portfolio FNDC Stock Details FNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-59	Closed	-$2K	–	238
2021 Q4	$2K	Hold	59	–	–	﹤0.01%	232
2021 Q3	$2K	Hold	59	–	–	﹤0.01%	226
2021 Q2	$2K	Hold	59	–	–	﹤0.01%	224
2021 Q1	$2K	Sell	59 -95	-62%	-$3.48K	﹤0.01%	224
2020 Q4	$5K	Buy	+154	New	+$4.98K	﹤0.01%	217

Other funds holding FNDC

CSIA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Acima Private Wealth's FNDC Position: Q1 2022 in Review

Acima Private Wealth sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2022, closing a stake of 59 shares — an estimated $2K sold.

Acima Private Wealth first reported a position in FNDC in Q4 2020 and held it in 5 quarters. The position peaked at $5K in Q4 2020. 174 funds tracked by Wall St. Rank hold FNDC as of Q1 2022.

Acima Private Wealth reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2022 after selling out during the quarter.
Acima Private Wealth sold 59 Schwab Fundamental International Small Company Index ETF shares in Q1 2022, an estimated $2K.
Acima Private Wealth first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2020 and held it in 5 quarters.
Acima Private Wealth's Schwab Fundamental International Small Company Index ETF position peaked at $5K in Q4 2020.
174 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2022.

Based on Acima Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.