Cedar Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Cedar 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
2020 Q3	–	Sell	-67	Closed	-$2K	–	218
2020 Q2	$2K	Sell	67 -20,454	-100%	-$536K	﹤0.01%	209
2020 Q1	$482K	Buy	20,521 +1,688	+9%	+$49.5K	0.33%	38
2019 Q4	$626K	Buy	18,833 +8,359	+80%	+$269K	0.37%	29
2019 Q3	$322K	Buy	10,474 +3,777	+56%	+$115K	0.22%	49
2019 Q2	$209K	Buy	6,697 +2,373	+55%	+$73.7K	0.14%	59
2019 Q1	$134K	Buy	4,324 +4,141	+2,263%	+$127K	0.08%	77
2018 Q4	$5K	Buy	183 +152	+490%	+$4.72K	﹤0.01%	138
2018 Q3	$1K	Buy	+31	New	+$1.07K	﹤0.01%	164

Other funds holding FNDC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

GWM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cedar Wealth Management's FNDC Position: Q3 2020 in Review

Cedar Wealth Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2020, closing a stake of 67 shares — an estimated $2K sold.

Cedar Wealth Management first reported a position in FNDC in Q3 2018 and held it in 8 quarters. The position peaked at $626K in Q4 2019. 116 funds tracked by Wall St. Rank hold FNDC as of Q3 2020.

Cedar Wealth Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2020 after selling out during the quarter.
Cedar Wealth Management sold 67 Schwab Fundamental International Small Company Index ETF shares in Q3 2020, an estimated $2K.
Cedar Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2018 and held it in 8 quarters.
Cedar Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $626K in Q4 2019.
116 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2020.

Based on Cedar Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.