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Bradley & Co Private Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Bradley & Co Private Wealth Management’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
2024
Q1 		– Sell
-267
Closed -$9.31K – 189
2023
Q4 		$9.31K Buy
+267
New +$8.68K 0.01% 129

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EWA
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GIA
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MWM
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HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Bradley & Co Private Wealth Management's FNDC Position: Q1 2024 in Review

Bradley & Co Private Wealth Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2024, closing a stake of 267 shares — an estimated $9.31K sold.

Bradley & Co Private Wealth Management first reported a position in FNDC in Q4 2023 and held it in 1 quarter. The position peaked at $9.31K in Q4 2023. 220 funds tracked by Wall St. Rank hold FNDC as of Q1 2024.

  • Bradley & Co Private Wealth Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 267 Schwab Fundamental International Small Company Index ETF shares in Q1 2024, an estimated $9.31K.
  • Bradley & Co Private Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $9.31K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2024.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.