Moisand Fitzgerald Tamayo’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Moisand Fitzgerald Tamayo’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
2024 Q1	–	Sell	-82	Closed	-$2.86K	–	604
2023 Q4	$2.86K	Buy	+82	New	+$2.67K	﹤0.01%	491
2021 Q1	–	Sell	-281	Closed	-$10K	–	368
2020 Q4	$10K	Buy	+281	New	+$9.08K	﹤0.01%	215

Other funds holding FNDC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 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

CGL

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FNDC Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2024, closing a stake of 82 shares — an estimated $2.86K sold.

Moisand Fitzgerald Tamayo first reported a position in FNDC in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 220 funds tracked by Wall St. Rank hold FNDC as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 82 Schwab Fundamental International Small Company Index ETF shares in Q1 2024, an estimated $2.86K.
Moisand Fitzgerald Tamayo first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2020 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's Schwab Fundamental International Small Company Index ETF position peaked at $10K in Q4 2020.
220 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.