HWA
FNDC icon

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

HCR 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
2020
Q3 		– Sell
-219
Closed -$6K – 243
2020
Q2 		$6K Hold
219
– – ﹤0.01% 234
2020
Q1 		$5K Hold
219
– – ﹤0.01% 224
2019
Q4 		$7K Buy
+219
New +$7.06K ﹤0.01% 218

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

HCR Wealth Advisors's FNDC Position: Q3 2020 in Review

HCR Wealth Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2020, closing a stake of 219 shares — an estimated $6K sold.

HCR Wealth Advisors first reported a position in FNDC in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 116 funds tracked by Wall St. Rank hold FNDC as of Q3 2020.

  • HCR Wealth Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 219 Schwab Fundamental International Small Company Index ETF shares in Q3 2020, an estimated $6K.
  • HCR Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2019 and held it in 3 quarters.
  • HCR Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $7K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.