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

Level 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
2022
Q3 		– Sell
-10
Closed – – 275
2022
Q2 		$0 Buy
+10
New +$330 ﹤0.01% 318

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
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Level Financial Advisors's FNDC Position: Q3 2022 in Review

Level Financial Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2022, closing a stake of 10 shares.

Level Financial Advisors first reported a position in FNDC in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 171 funds tracked by Wall St. Rank hold FNDC as of Q3 2022.

  • Level Financial Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 10 Schwab Fundamental International Small Company Index ETF shares in Q3 2022.
  • Level Financial Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $0 in Q2 2022.
  • 171 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.