EH
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Equitable Holdings’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Equitable Holdings’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
-38,735
Closed -$1.29M – 595
2019
Q4 		$1.29M Buy
+38,735
New +$1.25M 0.04% 260

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
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
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 $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

Equitable Holdings's FNDC Position: Q1 2020 in Review

Equitable Holdings sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2020, closing a stake of 38,735 shares — an estimated $1.29M sold.

Equitable Holdings first reported a position in FNDC in Q4 2019 and held it in 1 quarter. The position peaked at $1.29M in Q4 2019. 125 funds tracked by Wall St. Rank hold FNDC as of Q1 2020.

  • Equitable Holdings reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Equitable Holdings sold 38,735 Schwab Fundamental International Small Company Index ETF shares in Q1 2020, an estimated $1.29M.
  • Equitable Holdings first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Equitable Holdings's Schwab Fundamental International Small Company Index ETF position peaked at $1.29M in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2020.

Based on Equitable Holdings's 13F filing for Q1 2020, filed 15 May 2020.