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

Ten Capital 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
2023 Q2	–	Sell	-108	Closed	-$3.58K	–	301
2023 Q1	$3.58K	Hold	108	–	–	﹤0.01%	438
2022 Q4	$3.38K	Hold	108	–	–	﹤0.01%	412
2022 Q3	$3K	Hold	108	–	–	﹤0.01%	456
2022 Q2	$3K	Hold	108	–	–	﹤0.01%	366
2022 Q1	$4K	Buy	+108	New	+$3.88K	﹤0.01%	392
2021 Q4	–	Sell	-85	Closed	-$3K	–	484
2021 Q3	$3K	Sell	85 -417	-83%	-$16.5K	﹤0.01%	347
2021 Q2	$20K	Buy	+502	New	+$19.8K	﹤0.01%	250

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

LNC

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

Ten Capital Wealth Advisors's FNDC Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2023, closing a stake of 108 shares — an estimated $3.58K sold.

Ten Capital Wealth Advisors first reported a position in FNDC in Q2 2021 and held it in 7 quarters. The position peaked at $20K in Q2 2021. 203 funds tracked by Wall St. Rank hold FNDC as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 108 Schwab Fundamental International Small Company Index ETF shares in Q2 2023, an estimated $3.58K.
Ten Capital Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $20K in Q2 2021.
203 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.