Pillar Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Pillar Wealth 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
2022 Q2	–	Sell	-5,690	Closed	-$201K	–	59
2022 Q1	$201K	Buy	5,690 +1	+0%	+$36	0.19%	55
2021 Q4	$213K	Buy	+5,689	New	+$218K	0.2%	53

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LNC

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

Pillar Wealth Advisors's FNDC Position: Q2 2022 in Review

Pillar Wealth Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2022, closing a stake of 5,690 shares — an estimated $201K sold.

Pillar Wealth Advisors first reported a position in FNDC in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 170 funds tracked by Wall St. Rank hold FNDC as of Q2 2022.

Pillar Wealth Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2022 after selling out during the quarter.
Pillar Wealth Advisors sold 5,690 Schwab Fundamental International Small Company Index ETF shares in Q2 2022, an estimated $201K.
Pillar Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2021 and held it in 2 quarters.
Pillar Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $213K in Q4 2021.
170 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2022.

Based on Pillar Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.