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Everhart Financial Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Everhart Financial 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
2021
Q2 		– Sell
-6,301
Closed -$236K – 99
2021
Q1 		$236K Hold
6,301
– – 0.21% 70
2020
Q4 		$219K Buy
+6,301
New +$204K 0.2% 75

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Everhart Financial Group's FNDC Position: Q2 2021 in Review

Everhart Financial Group sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2021, closing a stake of 6,301 shares — an estimated $236K sold.

Everhart Financial Group first reported a position in FNDC in Q4 2020 and held it in 2 quarters. The position peaked at $236K in Q1 2021. 152 funds tracked by Wall St. Rank hold FNDC as of Q2 2021.

  • Everhart Financial Group reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2021 after selling out during the quarter.
  • Everhart Financial Group sold 6,301 Schwab Fundamental International Small Company Index ETF shares in Q2 2021, an estimated $236K.
  • Everhart Financial Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2020 and held it in 2 quarters.
  • Everhart Financial Group's Schwab Fundamental International Small Company Index ETF position peaked at $236K in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2021.

Based on Everhart Financial Group's 13F filing for Q2 2021, filed 16 Jul 2021.