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Hazlett, Burt & Watson’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Hazlett, Burt & Watson’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
Q1 		– Sell
-213
Closed -$7K – 641
2022
Q4 		$7K Buy
213
+130
+157% +$3.87K 0.01% 493
2022
Q3 		$2K Buy
+83
New +$2.53K ﹤0.01% 568

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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Hazlett, Burt & Watson's FNDC Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2023, closing a stake of 213 shares — an estimated $7K sold.

Hazlett, Burt & Watson first reported a position in FNDC in Q3 2022 and held it in 2 quarters. The position peaked at $7K in Q4 2022. 201 funds tracked by Wall St. Rank hold FNDC as of Q1 2023.

  • Hazlett, Burt & Watson reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 213 Schwab Fundamental International Small Company Index ETF shares in Q1 2023, an estimated $7K.
  • Hazlett, Burt & Watson first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2022 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Schwab Fundamental International Small Company Index ETF position peaked at $7K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.