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Householder Group Estate & Retirement Specialist’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$3K Buy
+99
New +$3.25K ﹤0.01% 1029

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 $178B AUM 37.23% 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 $2.72B AUM 27.58% 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

Householder Group Estate & Retirement Specialist's FNDC Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2023: 99 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings.

201 funds tracked by Wall St. Rank hold FNDC as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 99 shares of Schwab Fundamental International Small Company Index ETF worth $3K as of Q1 2023.
  • Schwab Fundamental International Small Company Index ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1029 holding.
  • 201 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.