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Wipfli Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Wipfli Financial 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
2022
Q3 		$2.57M Buy
+94,608
New +$2.88M 0.18% 58

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
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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Wipfli Financial Advisors's FNDC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2022: 94,608 shares worth $2.57M. The stake represents 0.18% of the portfolio and ranks #58 among its holdings.

171 funds tracked by Wall St. Rank hold FNDC as of Q3 2022.

  • Wipfli Financial Advisors held 94,608 shares of Schwab Fundamental International Small Company Index ETF worth $2.57M as of Q3 2022.
  • Schwab Fundamental International Small Company Index ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • Schwab Fundamental International Small Company Index ETF made up 0.18% of Wipfli Financial Advisors's portfolio in Q3 2022, its #58 holding.
  • 171 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.