First Personal Financial Services’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-1,058	Closed	-$42K	–	317
2021 Q2	$42K	Hold	1,058	–	–	0.01%	205
2021 Q1	$40K	Hold	1,058	–	–	0.01%	203
2020 Q4	$37K	Hold	1,058	–	–	0.01%	205
2020 Q3	$32K	Hold	1,058	–	–	0.01%	207
2020 Q2	$29K	Hold	1,058	–	–	0.01%	216
2020 Q1	$25K	Hold	1,058	–	–	0.01%	218
2019 Q4	$35K	Hold	1,058	–	–	0.01%	217
2019 Q3	$33K	Hold	1,058	–	–	0.01%	286
2019 Q2	$33K	Hold	1,058	–	–	0.01%	342
2019 Q1	$33K	Buy	+1,058	New	+$32.4K	0.01%	334

Other funds holding FNDC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First Personal Financial Services's FNDC Position: Q3 2021 in Review

First Personal Financial Services sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2021, closing a stake of 1,058 shares — an estimated $42K sold.

First Personal Financial Services first reported a position in FNDC in Q1 2019 and held it in 10 quarters. The position peaked at $42K in Q2 2021. 166 funds tracked by Wall St. Rank hold FNDC as of Q3 2021.

First Personal Financial Services reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2021 after selling out during the quarter.
First Personal Financial Services sold 1,058 Schwab Fundamental International Small Company Index ETF shares in Q3 2021, an estimated $42K.
First Personal Financial Services first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2019 and held it in 10 quarters.
First Personal Financial Services's Schwab Fundamental International Small Company Index ETF position peaked at $42K in Q2 2021.
166 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2021.

Based on First Personal Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.