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Avantax Planning Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-76
Closed -$3K – 600
2018
Q3 		$3K Buy
+76
New +$2.62K ﹤0.01% 1248
2018
Q2 		– Sell
-862
Closed -$31K – 659
2018
Q1 		$31K Buy
+862
New +$31.4K ﹤0.01% 636

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Avantax Planning Partners's FNDC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2018, closing a stake of 76 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in FNDC in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 101 funds tracked by Wall St. Rank hold FNDC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 76 Schwab Fundamental International Small Company Index ETF shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Schwab Fundamental International Small Company Index ETF position peaked at $31K in Q1 2018.
  • 101 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.