EWM
FNDC icon

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

Endurance 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
2023
Q2 		$4K Hold
118
– – ﹤0.01% 554
2023
Q1 		$4K Hold
118
– – ﹤0.01% 556
2022
Q4 		$4K Buy
+118
New +$3.51K ﹤0.01% 537

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 $178B AUM 37.23% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Endurance Wealth Management's FNDC Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q2 2023 at 118 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Endurance Wealth Management first reported a position in FNDC in Q4 2022 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold FNDC as of Q2 2023.

  • Endurance Wealth Management held 118 shares of Schwab Fundamental International Small Company Index ETF worth $4K as of Q2 2023.
  • Endurance Wealth Management left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q2 2023.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #554 holding.
  • Endurance Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2022 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.