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

LifePlan Financial 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
2020 Q3	$22K	Hold	752	–	–	0.01%	328
2020 Q2	$21K	Hold	752	–	–	0.01%	330
2020 Q1	$18K	Hold	752	–	–	0.01%	326
2019 Q4	$25K	Hold	752	–	–	0.01%	317
2019 Q3	$23K	Buy	+752	New	+$22.9K	0.01%	331

Other funds holding FNDC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

LifePlan Financial Group's FNDC Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q3 2020 at 752 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #328.

LifePlan Financial Group first reported a position in FNDC in Q3 2019 and has held it in 5 quarters since. The position peaked at $25K in Q4 2019. 116 funds tracked by Wall St. Rank hold FNDC as of Q3 2020.

LifePlan Financial Group held 752 shares of Schwab Fundamental International Small Company Index ETF worth $22K as of Q3 2020.
LifePlan Financial Group left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q3 2020.
Schwab Fundamental International Small Company Index ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #328 holding.
LifePlan Financial Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2019 and has held it in 5 quarters since.
LifePlan Financial Group's Schwab Fundamental International Small Company Index ETF position peaked at $25K in Q4 2019.
116 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.