Macroview Investment Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Macroview Investment 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 Q4	–	Sell	-51	Closed	-$1.64K	–	706
2023 Q3	$1.64K	Buy	+51	New	+$1.71K	﹤0.01%	585
2022 Q3	–	Sell	-731	Closed	-$22K	–	447
2022 Q2	$22K	Hold	731	–	–	0.04%	127
2022 Q1	$26K	Buy	+731	New	+$26.3K	0.04%	125

Other funds holding FNDC

CSIA

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

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

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Macroview Investment Management's FNDC Position: Q4 2023 in Review

Macroview Investment Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2023, closing a stake of 51 shares — an estimated $1.64K sold.

Macroview Investment Management first reported a position in FNDC in Q1 2022 and held it in 3 quarters. The position peaked at $26K in Q1 2022. 218 funds tracked by Wall St. Rank hold FNDC as of Q4 2023.

Macroview Investment Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2023 after selling out during the quarter.
Macroview Investment Management sold 51 Schwab Fundamental International Small Company Index ETF shares in Q4 2023, an estimated $1.64K.
Macroview Investment Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2022 and held it in 3 quarters.
Macroview Investment Management's Schwab Fundamental International Small Company Index ETF position peaked at $26K in Q1 2022.
218 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.