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Choate Investment Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Choate Investment Advisors’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
-195
Closed -$8K – 314
2021
Q2 		$8K Buy
+195
New +$7.67K ﹤0.01% 322

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

Choate Investment Advisors's FNDC Position: Q3 2021 in Review

Choate Investment Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2021, closing a stake of 195 shares — an estimated $8K sold.

Choate Investment Advisors first reported a position in FNDC in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 166 funds tracked by Wall St. Rank hold FNDC as of Q3 2021.

  • Choate Investment Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 195 Schwab Fundamental International Small Company Index ETF shares in Q3 2021, an estimated $8K.
  • Choate Investment Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $8K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.