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

LifeSteps 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
2020
Q1 		– Sell
-9,770
Closed -$325K – 83
2019
Q4 		$325K Buy
+9,770
New +$315K 0.31% 61

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MWM
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UCFA
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COF
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CGL
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Citadel Advisors
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OWM
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EWA
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LNC
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LifeSteps Financial's FNDC Position: Q1 2020 in Review

LifeSteps Financial sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2020, closing a stake of 9,770 shares — an estimated $325K sold.

LifeSteps Financial first reported a position in FNDC in Q4 2019 and held it in 1 quarter. The position peaked at $325K in Q4 2019. 125 funds tracked by Wall St. Rank hold FNDC as of Q1 2020.

  • LifeSteps Financial reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • LifeSteps Financial sold 9,770 Schwab Fundamental International Small Company Index ETF shares in Q1 2020, an estimated $325K.
  • LifeSteps Financial first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • LifeSteps Financial's Schwab Fundamental International Small Company Index ETF position peaked at $325K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2020.

Based on LifeSteps Financial's 13F filing for Q1 2020, filed 21 May 2020.