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Barber Financial Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Barber Financial Group’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
2023
Q1 		– Sell
-7,184
Closed -$225K – 153
2022
Q4 		$225K Sell
7,184
-2,006
-22% -$59.7K 0.06% 120
2022
Q3 		$250K Buy
+9,190
New +$280K 0.07% 111

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Barber Financial Group's FNDC Position: Q1 2023 in Review

Barber Financial Group sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2023, closing a stake of 7,184 shares — an estimated $225K sold.

Barber Financial Group first reported a position in FNDC in Q3 2022 and held it in 2 quarters. The position peaked at $250K in Q3 2022. 201 funds tracked by Wall St. Rank hold FNDC as of Q1 2023.

  • Barber Financial Group reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Barber Financial Group sold 7,184 Schwab Fundamental International Small Company Index ETF shares in Q1 2023, an estimated $225K.
  • Barber Financial Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2022 and held it in 2 quarters.
  • Barber Financial Group's Schwab Fundamental International Small Company Index ETF position peaked at $250K in Q3 2022.
  • 201 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.