Global Wealth Strategies & Associates’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Global Wealth Strategies & Associates’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
2023 Q3	–	Sell	-317	Closed	-$10.5K	–	353
2023 Q2	$10.5K	Sell	317 -16	-5%	-$535	﹤0.01%	157
2023 Q1	$11K	Buy	333 +16	+5%	+$525	0.01%	152
2022 Q4	$9.91K	Buy	+317	New	+$9.43K	0.01%	149

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Strategies & Associates's FNDC Position: Q3 2023 in Review

Global Wealth Strategies & Associates sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2023, closing a stake of 317 shares — an estimated $10.5K sold.

Global Wealth Strategies & Associates first reported a position in FNDC in Q4 2022 and held it in 3 quarters. The position peaked at $11K in Q1 2023. 190 funds tracked by Wall St. Rank hold FNDC as of Q3 2023.

Global Wealth Strategies & Associates reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2023 after selling out during the quarter.
Global Wealth Strategies & Associates sold 317 Schwab Fundamental International Small Company Index ETF shares in Q3 2023, an estimated $10.5K.
Global Wealth Strategies & Associates first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2022 and held it in 3 quarters.
Global Wealth Strategies & Associates's Schwab Fundamental International Small Company Index ETF position peaked at $11K in Q1 2023.
190 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2023, filed 20 Oct 2023.