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

Kabarec 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
2018
Q2 		$6K Hold
160
– – ﹤0.01% 77
2018
Q1 		$6K Hold
160
– – ﹤0.01% 84
2017
Q4 		$6K Buy
+160
New +$5.67K ﹤0.01% 77

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Kabarec Financial Advisors's FNDC Position: Q2 2018 in Review

Kabarec Financial Advisors held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q2 2018 at 160 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Kabarec Financial Advisors first reported a position in FNDC in Q4 2017 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold FNDC as of Q2 2018.

  • Kabarec Financial Advisors held 160 shares of Schwab Fundamental International Small Company Index ETF worth $6K as of Q2 2018.
  • Kabarec Financial Advisors left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q2 2018.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Kabarec Financial Advisors's portfolio in Q2 2018, its #77 holding.
  • Kabarec Financial Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2017 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.