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Evolution Advisers’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Evolution Advisers’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
2022
Q1 		– Sell
-35
Closed -$1K – 146
2021
Q4 		$1K Buy
+35
New +$1.34K ﹤0.01% 134

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
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Evolution Advisers's FNDC Position: Q1 2022 in Review

Evolution Advisers sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2022, closing a stake of 35 shares — an estimated $1K sold.

Evolution Advisers first reported a position in FNDC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 174 funds tracked by Wall St. Rank hold FNDC as of Q1 2022.

  • Evolution Advisers reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • Evolution Advisers sold 35 Schwab Fundamental International Small Company Index ETF shares in Q1 2022, an estimated $1K.
  • Evolution Advisers first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2021 and held it in 1 quarter.
  • Evolution Advisers's Schwab Fundamental International Small Company Index ETF position peaked at $1K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2022.

Based on Evolution Advisers's 13F filing for Q1 2022, filed 4 May 2022.