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Kiely Wealth Advisory Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$7.01K Hold
197
– – ﹤0.01% 224
2024
Q3 		$6.96K Hold
197
– – ﹤0.01% 229
2024
Q2 		$6.81K Hold
197
– – ﹤0.01% 211
2024
Q1 		$6.85K Hold
197
– – ﹤0.01% 188
2023
Q4 		$6.7K Buy
+197
New +$6.4K ﹤0.01% 189

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Kiely Wealth Advisory Group's FNDC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q4 2024 at 197 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Kiely Wealth Advisory Group first reported a position in FNDC in Q4 2023 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold FNDC as of Q4 2024.

  • Kiely Wealth Advisory Group held 197 shares of Schwab Fundamental International Small Company Index ETF worth $7.01K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q4 2024.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #224 holding.
  • Kiely Wealth Advisory Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.