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Certified Advisory Corp’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Certified Advisory Corp’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
Q1 		– Sell
-1
Closed – – 787
2019
Q4 		$0 Buy
+1
New +$32 ﹤0.01% 812

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MWM
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UCFA
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COF
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CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Certified Advisory Corp's FNDC Position: Q1 2020 in Review

Certified Advisory Corp sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2020, closing a stake of 1 share.

Certified Advisory Corp first reported a position in FNDC in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 125 funds tracked by Wall St. Rank hold FNDC as of Q1 2020.

  • Certified Advisory Corp reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Certified Advisory Corp sold 1 Schwab Fundamental International Small Company Index ETF share in Q1 2020.
  • Certified Advisory Corp first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Certified Advisory Corp's Schwab Fundamental International Small Company Index ETF position peaked at $0 in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2020.

Based on Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.