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

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-600
Closed -$19K – 74
2017
Q2 		$19K Buy
+600
New +$19.2K 0.01% 119

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ullmann Wealth Partners Group's FNDC Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2017, closing a stake of 600 shares — an estimated $19K sold.

Ullmann Wealth Partners Group first reported a position in FNDC in Q2 2017 and held it in 1 quarter. The position peaked at $19K in Q2 2017. 58 funds tracked by Wall St. Rank hold FNDC as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 600 Schwab Fundamental International Small Company Index ETF shares in Q3 2017, an estimated $19K.
  • Ullmann Wealth Partners Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Schwab Fundamental International Small Company Index ETF position peaked at $19K in Q2 2017.
  • 58 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.