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McAdam LLC’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-3,045
Closed -$105K – 234
2018
Q3 		$105K Buy
+3,045
New +$105K 0.04% 98

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

McAdam LLC's FNDC Position: Q4 2018 in Review

McAdam LLC sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2018, closing a stake of 3,045 shares — an estimated $105K sold.

McAdam LLC first reported a position in FNDC in Q3 2018 and held it in 1 quarter. The position peaked at $105K in Q3 2018. 101 funds tracked by Wall St. Rank hold FNDC as of Q4 2018.

  • McAdam LLC reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 3,045 Schwab Fundamental International Small Company Index ETF shares in Q4 2018, an estimated $105K.
  • McAdam LLC first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2018 and held it in 1 quarter.
  • McAdam LLC's Schwab Fundamental International Small Company Index ETF position peaked at $105K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.