UFF
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USA Financial Formulas’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-11
Closed – – 199
2018
Q4 		$0 Buy
+11
New +$342 ﹤0.01% 357

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
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
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

USA Financial Formulas's FNDC Position: Q1 2019 in Review

USA Financial Formulas sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2019, closing a stake of 11 shares.

USA Financial Formulas first reported a position in FNDC in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 114 funds tracked by Wall St. Rank hold FNDC as of Q1 2019.

  • USA Financial Formulas reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 11 Schwab Fundamental International Small Company Index ETF shares in Q1 2019.
  • USA Financial Formulas first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2018 and held it in 1 quarter.
  • USA Financial Formulas's Schwab Fundamental International Small Company Index ETF position peaked at $0 in Q4 2018.
  • 114 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.