Syverson Strege & Co’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Syverson Strege & Co’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 Q4	–	Sell	-4,185	Closed	-$114K	–	323
2022 Q3	$114K	Hold	4,185	–	–	0.06%	82
2022 Q2	$127K	Hold	4,185	–	–	0.05%	84
2022 Q1	$148K	Hold	4,185	–	–	0.16%	72
2021 Q4	$156K	Hold	4,185	–	–	0.12%	76
2021 Q3	$162K	Hold	4,185	–	–	0.13%	71
2021 Q2	$164K	Hold	4,185	–	–	0.15%	65
2021 Q1	$157K	Hold	4,185	–	–	0.16%	65
2020 Q4	$146K	Buy	+4,185	New	+$135K	0.14%	66

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

Jane Street New York $777B AUM 61.18% 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

CGL

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

MWM

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

GWM

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

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

LNC

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

Syverson Strege & Co's FNDC Position: Q4 2022 in Review

Syverson Strege & Co sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2022, closing a stake of 4,185 shares — an estimated $114K sold.

Syverson Strege & Co first reported a position in FNDC in Q4 2020 and held it in 8 quarters. The position peaked at $164K in Q2 2021. 197 funds tracked by Wall St. Rank hold FNDC as of Q4 2022.

Syverson Strege & Co reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2022 after selling out during the quarter.
Syverson Strege & Co sold 4,185 Schwab Fundamental International Small Company Index ETF shares in Q4 2022, an estimated $114K.
Syverson Strege & Co first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2020 and held it in 8 quarters.
Syverson Strege & Co's Schwab Fundamental International Small Company Index ETF position peaked at $164K in Q2 2021.
197 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2022.

Based on Syverson Strege & Co's 13F filing for Q4 2022, filed 7 Feb 2023.