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Guidant Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$82K Buy
2,666
+1
+0% +$30 0.03% 148
2019
Q2 		$83K Hold
2,665
– – 0.03% 149
2019
Q1 		$83K Buy
+2,665
New +$81.5K 0.03% 152

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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Guidant Wealth Advisors's FNDC Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.04% in Q3 2019, buying an estimated $30 and bringing the position to 2,666 shares worth $82K. The position accounts for 0.03% of the portfolio, ranked #148.

Guidant Wealth Advisors first reported a position in FNDC in Q1 2019 and has held it in 3 quarters since. The position peaked at $83K in Q2 2019. 131 funds tracked by Wall St. Rank hold FNDC as of Q3 2019.

  • Guidant Wealth Advisors held 2,666 shares of Schwab Fundamental International Small Company Index ETF worth $82K as of Q3 2019.
  • Guidant Wealth Advisors bought 1 Schwab Fundamental International Small Company Index ETF share in Q3 2019, an estimated $30.
  • Schwab Fundamental International Small Company Index ETF made up 0.03% of Guidant Wealth Advisors's portfolio in Q3 2019, its #148 holding.
  • Guidant Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $83K in Q2 2019.
  • 131 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.