Newman Dignan & Sheerar Inc’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Newman Dignan & Sheerar Inc’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	-6,727	Closed	-$224	–	143
2019 Q4	$224	Buy	6,727 +110	+2%	+$3.54K	0.02%	152
2019 Q3	$203K	Sell	6,617 -291	-4%	-$8.87K	0.1%	147
2019 Q2	$216	Sell	6,908 -1	-0%	-$31	0.01%	163
2019 Q1	$215K	Buy	+6,909	New	+$211K	0.09%	150

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

MWM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

COF

Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return

CGL

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

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

Newman Dignan & Sheerar Inc's FNDC Position: Q1 2020 in Review

Newman Dignan & Sheerar Inc sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2020, closing a stake of 6,727 shares — an estimated $224 sold.

Newman Dignan & Sheerar Inc first reported a position in FNDC in Q1 2019 and held it in 4 quarters. The position peaked at $215K in Q1 2019. 125 funds tracked by Wall St. Rank hold FNDC as of Q1 2020.

Newman Dignan & Sheerar Inc reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 6,727 Schwab Fundamental International Small Company Index ETF shares in Q1 2020, an estimated $224.
Newman Dignan & Sheerar Inc first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2019 and held it in 4 quarters.
Newman Dignan & Sheerar Inc's Schwab Fundamental International Small Company Index ETF position peaked at $215K in Q1 2019.
125 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2020.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q1 2020, filed 20 Apr 2020.