OneDigital Investment Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-649	Closed	-$20K	–	771
2019 Q2	$20K	Buy	649 +24	+4%	+$746	﹤0.01%	810
2019 Q1	$19K	Sell	625 -370	-37%	-$11.3K	﹤0.01%	745
2018 Q4	$28K	Buy	995 +501	+101%	+$15.6K	﹤0.01%	593
2018 Q3	$17K	Buy	+494	New	+$17K	﹤0.01%	709

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

UCFA

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

CGL

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

OneDigital Investment Advisors's FNDC Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2019, closing a stake of 649 shares — an estimated $20K sold.

OneDigital Investment Advisors first reported a position in FNDC in Q3 2018 and held it in 4 quarters. The position peaked at $28K in Q4 2018. 131 funds tracked by Wall St. Rank hold FNDC as of Q3 2019.

OneDigital Investment Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 649 Schwab Fundamental International Small Company Index ETF shares in Q3 2019, an estimated $20K.
OneDigital Investment Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2018 and held it in 4 quarters.
OneDigital Investment Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $28K in Q4 2018.
131 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.