MWM
FNDC icon

Madison Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Madison Wealth 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
2020
Q1 		– Sell
-19,689
Closed -$655K – 125
2019
Q4 		$655K Buy
+19,689
New +$634K 0.19% 88

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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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Madison Wealth Management's FNDC Position: Q1 2020 in Review

Madison Wealth Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2020, closing a stake of 19,689 shares — an estimated $655K sold.

Madison Wealth Management first reported a position in FNDC in Q4 2019 and held it in 1 quarter. The position peaked at $655K in Q4 2019. 125 funds tracked by Wall St. Rank hold FNDC as of Q1 2020.

  • Madison Wealth Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Madison Wealth Management sold 19,689 Schwab Fundamental International Small Company Index ETF shares in Q1 2020, an estimated $655K.
  • Madison Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Madison Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $655K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.