Bedel Financial Consulting’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Bedel Financial Consulting’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 Q3	–	Sell	-46	Closed	-$2K	–	999
2021 Q2	$2K	Hold	46	–	–	﹤0.01%	877
2021 Q1	$2K	Hold	46	–	–	﹤0.01%	844
2020 Q4	$2K	Hold	46	–	–	﹤0.01%	743
2020 Q3	$1K	Hold	46	–	–	﹤0.01%	766
2020 Q2	$1K	Buy	+46	New	+$1.21K	﹤0.01%	729

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CSIA

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UCFA

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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

GWM

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bedel Financial Consulting's FNDC Position: Q3 2021 in Review

Bedel Financial Consulting sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2021, closing a stake of 46 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in FNDC in Q2 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 166 funds tracked by Wall St. Rank hold FNDC as of Q3 2021.

Bedel Financial Consulting reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2021 after selling out during the quarter.
Bedel Financial Consulting sold 46 Schwab Fundamental International Small Company Index ETF shares in Q3 2021, an estimated $2K.
Bedel Financial Consulting first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2020 and held it in 5 quarters.
Bedel Financial Consulting's Schwab Fundamental International Small Company Index ETF position peaked at $2K in Q2 2021.
166 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.