Wealthcare Advisory Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-45	Closed	-$2K	–	997
2021 Q1	$2K	Buy	+45	New	+$1.65K	﹤0.01%	1868
2020 Q2	–	Sell	-182	Closed	-$4K	–	686
2020 Q1	$4K	Hold	182	–	–	﹤0.01%	1157
2019 Q4	$6K	Buy	182 +45	+33%	+$1.45K	﹤0.01%	1061
2019 Q3	$4K	Sell	137 -8	-6%	-$244	﹤0.01%	1104
2019 Q2	$5K	Buy	145 +137	+1,713%	+$4.26K	﹤0.01%	1054
2019 Q1	$0	Hold	8	–	–	﹤0.01%	1233
2018 Q4	$0	Buy	+8	New	+$249	﹤0.01%	1222

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

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

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RPG

Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Wealthcare Advisory Partners's FNDC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2021, closing a stake of 45 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in FNDC in Q4 2018 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 152 funds tracked by Wall St. Rank hold FNDC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 45 Schwab Fundamental International Small Company Index ETF shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2018 and held it in 7 quarters.
Wealthcare Advisory Partners's Schwab Fundamental International Small Company Index ETF position peaked at $6K in Q4 2019.
152 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.