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NewSquare Capital’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-213
Closed -$7.07K – 688
2023
Q2 		$7.07K Buy
+213
New +$7.12K ﹤0.01% 380

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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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's FNDC Position: Q3 2023 in Review

NewSquare Capital sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2023, closing a stake of 213 shares — an estimated $7.07K sold.

NewSquare Capital first reported a position in FNDC in Q2 2023 and held it in 1 quarter. The position peaked at $7.07K in Q2 2023. 190 funds tracked by Wall St. Rank hold FNDC as of Q3 2023.

  • NewSquare Capital reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 213 Schwab Fundamental International Small Company Index ETF shares in Q3 2023, an estimated $7.07K.
  • NewSquare Capital first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2023 and held it in 1 quarter.
  • NewSquare Capital's Schwab Fundamental International Small Company Index ETF position peaked at $7.07K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.