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Liberty Capital Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Liberty Capital Management’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
2023
Q1 		– Sell
-6,834
Closed -$214K – 139
2022
Q4 		$214K Buy
+6,834
New +$203K 0.07% 130

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UCFA
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EWA
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CGL
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MWM
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FTUS
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GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 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

Liberty Capital Management's FNDC Position: Q1 2023 in Review

Liberty Capital Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2023, closing a stake of 6,834 shares — an estimated $214K sold.

Liberty Capital Management first reported a position in FNDC in Q4 2022 and held it in 1 quarter. The position peaked at $214K in Q4 2022. 201 funds tracked by Wall St. Rank hold FNDC as of Q1 2023.

  • Liberty Capital Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Liberty Capital Management sold 6,834 Schwab Fundamental International Small Company Index ETF shares in Q1 2023, an estimated $214K.
  • Liberty Capital Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2022 and held it in 1 quarter.
  • Liberty Capital Management's Schwab Fundamental International Small Company Index ETF position peaked at $214K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2023.

Based on Liberty Capital Management's 13F filing for Q1 2023, filed 11 Apr 2023.