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

Huber 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
2019
Q2 		– Sell
-7,012
Closed -$218K – 128
2019
Q1 		$218K Buy
+7,012
New +$214K 0.11% 109

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USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Huber Financial Advisors's FNDC Position: Q2 2019 in Review

Huber Financial Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2019, closing a stake of 7,012 shares — an estimated $218K sold.

Huber Financial Advisors first reported a position in FNDC in Q1 2019 and held it in 1 quarter. The position peaked at $218K in Q1 2019. 124 funds tracked by Wall St. Rank hold FNDC as of Q2 2019.

  • Huber Financial Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2019 after selling out during the quarter.
  • Huber Financial Advisors sold 7,012 Schwab Fundamental International Small Company Index ETF shares in Q2 2019, an estimated $218K.
  • Huber Financial Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2019 and held it in 1 quarter.
  • Huber Financial Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $218K in Q1 2019.
  • 124 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2019.

Based on Huber Financial Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.