Hoover Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Hoover Financial 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
2021 Q2	$6K	Hold	155	–	–	﹤0.01%	526
2021 Q1	$6K	Sell	155 -60	-28%	-$2.2K	﹤0.01%	476
2020 Q4	$8K	Sell	215 -173	-45%	-$5.59K	﹤0.01%	423
2020 Q3	$12K	Hold	388	–	–	﹤0.01%	165
2020 Q2	$11K	Buy	+388	New	+$10.2K	﹤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 $178B AUM 37.23% 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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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

Hoover Financial Advisors's FNDC Position: Q2 2021 in Review

Hoover Financial Advisors held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q2 2021 at 155 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Hoover Financial Advisors first reported a position in FNDC in Q2 2020 and has held it in 5 quarters since. The position peaked at $12K in Q3 2020. 152 funds tracked by Wall St. Rank hold FNDC as of Q2 2021.

Hoover Financial Advisors held 155 shares of Schwab Fundamental International Small Company Index ETF worth $6K as of Q2 2021.
Hoover Financial Advisors left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q2 2021.
Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #526 holding.
Hoover Financial Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $12K in Q3 2020.
152 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.