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

WealthPLAN 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
2023
Q3 		– Sell
-729
Closed -$24.2K – 587
2023
Q2 		$24.2K Buy
729
+139
+24% +$4.64K ﹤0.01% 641
2023
Q1 		$19.5K Buy
+590
New +$19.4K ﹤0.01% 734

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 $178B AUM 37.23% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's FNDC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2023, closing a stake of 729 shares — an estimated $24.2K sold.

WealthPLAN Partners first reported a position in FNDC in Q1 2023 and held it in 2 quarters. The position peaked at $24.2K in Q2 2023. 190 funds tracked by Wall St. Rank hold FNDC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 729 Schwab Fundamental International Small Company Index ETF shares in Q3 2023, an estimated $24.2K.
  • WealthPLAN Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Schwab Fundamental International Small Company Index ETF position peaked at $24.2K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.