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McIlrath & Eck’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

McIlrath & Eck’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
Q2 		– Sell
-50
Closed -$1.66K – 913
2023
Q1 		$1.66K Buy
+50
New +$1.64K ﹤0.01% 799

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

McIlrath & Eck's FNDC Position: Q2 2023 in Review

McIlrath & Eck sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2023, closing a stake of 50 shares — an estimated $1.66K sold.

McIlrath & Eck first reported a position in FNDC in Q1 2023 and held it in 1 quarter. The position peaked at $1.66K in Q1 2023. 203 funds tracked by Wall St. Rank hold FNDC as of Q2 2023.

  • McIlrath & Eck reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2023 after selling out during the quarter.
  • McIlrath & Eck sold 50 Schwab Fundamental International Small Company Index ETF shares in Q2 2023, an estimated $1.66K.
  • McIlrath & Eck first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2023 and held it in 1 quarter.
  • McIlrath & Eck's Schwab Fundamental International Small Company Index ETF position peaked at $1.66K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2023.

Based on McIlrath & Eck's 13F filing for Q2 2023, filed 7 Aug 2023.