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Triad Wealth Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-392
Closed -$13.6K – 352
2024
Q2 		$13.6K Buy
+392
New +$13.8K 0.01% 412

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Jane Street
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MWM
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HPA
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Osaic Holdings
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CGL
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Triad Wealth Partners's FNDC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2024, closing a stake of 392 shares — an estimated $13.6K sold.

Triad Wealth Partners first reported a position in FNDC in Q2 2024 and held it in 1 quarter. The position peaked at $13.6K in Q2 2024. 231 funds tracked by Wall St. Rank hold FNDC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 392 Schwab Fundamental International Small Company Index ETF shares in Q3 2024, an estimated $13.6K.
  • Triad Wealth Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Schwab Fundamental International Small Company Index ETF position peaked at $13.6K in Q2 2024.
  • 231 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.