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EPIQ Capital Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

EPIQ Capital Group’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
-27,753
Closed -$923K – 40
2019
Q4 		$923K Buy
+27,753
New +$894K 0.23% 27

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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 $3.91B AUM 14.77% 1-Year Est. Return

EPIQ Capital Group's FNDC Position: Q1 2020 in Review

EPIQ Capital Group sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2020, closing a stake of 27,753 shares — an estimated $923K sold.

EPIQ Capital Group first reported a position in FNDC in Q4 2019 and held it in 1 quarter. The position peaked at $923K in Q4 2019. 125 funds tracked by Wall St. Rank hold FNDC as of Q1 2020.

  • EPIQ Capital Group reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • EPIQ Capital Group sold 27,753 Schwab Fundamental International Small Company Index ETF shares in Q1 2020, an estimated $923K.
  • EPIQ Capital Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • EPIQ Capital Group's Schwab Fundamental International Small Company Index ETF position peaked at $923K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2020.

Based on EPIQ Capital Group's 13F filing for Q1 2020, filed 18 Jun 2020.