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

TCI 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
2019 Q4	–	Sell	-50	Closed	-$2K	–	1580
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1073
2019 Q2	$2K	Sell	50 -4,511	-99%	-$140K	﹤0.01%	1006
2019 Q1	$142K	Buy	4,561 +4,444	+3,798%	+$136K	0.06%	187
2018 Q4	$3K	Buy	117 +67	+134%	+$2.08K	﹤0.01%	888
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	1030
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	1075
2018 Q1	$2K	Buy	+50	New	+$1.82K	﹤0.01%	966

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CONA

Capital One National Association New York $756M AUM

RRC

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

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCI Wealth Advisors's FNDC Position: Q4 2019 in Review

TCI Wealth Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2019, closing a stake of 50 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in FNDC in Q1 2018 and held it in 7 quarters. The position peaked at $142K in Q1 2019. 156 funds tracked by Wall St. Rank hold FNDC as of Q4 2019.

TCI Wealth Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2019 after selling out during the quarter.
TCI Wealth Advisors sold 50 Schwab Fundamental International Small Company Index ETF shares in Q4 2019, an estimated $2K.
TCI Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2018 and held it in 7 quarters.
TCI Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $142K in Q1 2019.
156 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2019.

Based on TCI Wealth Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.