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Baldwin Wealth Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Baldwin Wealth 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
2021
Q4 		– Sell
-161
Closed -$6K – 636
2021
Q3 		$6K Hold
161
– – ﹤0.01% 556
2021
Q2 		$6K Buy
+161
New +$6.34K ﹤0.01% 566

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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Baldwin Wealth Partners's FNDC Position: Q4 2021 in Review

Baldwin Wealth Partners sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2021, closing a stake of 161 shares — an estimated $6K sold.

Baldwin Wealth Partners first reported a position in FNDC in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 175 funds tracked by Wall St. Rank hold FNDC as of Q4 2021.

  • Baldwin Wealth Partners reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 161 Schwab Fundamental International Small Company Index ETF shares in Q4 2021, an estimated $6K.
  • Baldwin Wealth Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2021 and held it in 2 quarters.
  • Baldwin Wealth Partners's Schwab Fundamental International Small Company Index ETF position peaked at $6K in Q3 2021.
  • 175 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2021.

Based on Baldwin Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.