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Asset Planning Corporation’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Asset Planning Corporation’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
2021
Q1 		– Sell
-1,123
Closed -$39K – 41
2020
Q4 		$39K Buy
+1,123
New +$36.3K 0.04% 54

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Asset Planning Corporation's FNDC Position: Q1 2021 in Review

Asset Planning Corporation sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2021, closing a stake of 1,123 shares — an estimated $39K sold.

Asset Planning Corporation first reported a position in FNDC in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 154 funds tracked by Wall St. Rank hold FNDC as of Q1 2021.

  • Asset Planning Corporation reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 1,123 Schwab Fundamental International Small Company Index ETF shares in Q1 2021, an estimated $39K.
  • Asset Planning Corporation first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Schwab Fundamental International Small Company Index ETF position peaked at $39K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.