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

Visionary 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
2020
Q1 		– Sell
-13,470
Closed -$448K – 207
2019
Q4 		$448K Buy
+13,470
New +$434K 0.08% 136

Other funds holding FNDC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Visionary Wealth Advisors's FNDC Position: Q1 2020 in Review

Visionary Wealth Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2020, closing a stake of 13,470 shares — an estimated $448K sold.

Visionary Wealth Advisors first reported a position in FNDC in Q4 2019 and held it in 1 quarter. The position peaked at $448K in Q4 2019. 125 funds tracked by Wall St. Rank hold FNDC as of Q1 2020.

  • Visionary Wealth Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Visionary Wealth Advisors sold 13,470 Schwab Fundamental International Small Company Index ETF shares in Q1 2020, an estimated $448K.
  • Visionary Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Visionary Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $448K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2020.

Based on Visionary Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.