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

River 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
2020 Q1	–	Sell	-9,541	Closed	-$317K	–	162
2019 Q4	$317K	Buy	9,541 +241	+3%	+$7.76K	0.11%	139
2019 Q3	$286K	Hold	9,300	–	–	0.11%	141
2019 Q2	$290K	Buy	+9,300	New	+$289K	0.11%	143
2019 Q1	–	Sell	-4,500	Closed	-$128K	–	265
2018 Q4	$128K	Hold	4,500	–	–	0.06%	175
2018 Q3	$155K	Hold	4,500	–	–	0.06%	180
2018 Q2	$157K	Buy	+4,500	New	+$162K	0.06%	178

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

River Wealth Advisors's FNDC Position: Q1 2020 in Review

River Wealth Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2020, closing a stake of 9,541 shares — an estimated $317K sold.

River Wealth Advisors first reported a position in FNDC in Q2 2018 and held it in 6 quarters. The position peaked at $317K in Q4 2019. 125 funds tracked by Wall St. Rank hold FNDC as of Q1 2020.

River Wealth Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
River Wealth Advisors sold 9,541 Schwab Fundamental International Small Company Index ETF shares in Q1 2020, an estimated $317K.
River Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2018 and held it in 6 quarters.
River Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $317K in Q4 2019.
125 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2020.

Based on River Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.