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

Lee Financial’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
Q3 		– Sell
-138
Closed -$4K – 518
2019
Q2 		$4K Hold
138
– – ﹤0.01% 443
2019
Q1 		$4K Buy
+138
New +$4.22K ﹤0.01% 426

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 $156B AUM 27.51% 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
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Lee Financial's FNDC Position: Q3 2019 in Review

Lee Financial sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2019, closing a stake of 138 shares — an estimated $4K sold.

Lee Financial first reported a position in FNDC in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 131 funds tracked by Wall St. Rank hold FNDC as of Q3 2019.

  • Lee Financial reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2019 after selling out during the quarter.
  • Lee Financial sold 138 Schwab Fundamental International Small Company Index ETF shares in Q3 2019, an estimated $4K.
  • Lee Financial first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2019 and held it in 2 quarters.
  • Lee Financial's Schwab Fundamental International Small Company Index ETF position peaked at $4K in Q2 2019.
  • 131 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2019.

Based on Lee Financial's 13F filing for Q3 2019, filed 8 Nov 2019.