Wiser Advisor Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Wiser Advisor Group’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
2024 Q3	–	Sell	-69	Closed	-$2.36K	–	270
2024 Q2	$2.36K	Buy	69 +1	+1%	+$35	﹤0.01%	251
2024 Q1	$2.41K	Hold	68	–	–	﹤0.01%	260
2023 Q4	$2.37K	Buy	+68	New	+$2.21K	﹤0.01%	255

Other funds holding FNDC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EWA

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

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CGL

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

Wiser Advisor Group's FNDC Position: Q3 2024 in Review

Wiser Advisor Group sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2024, closing a stake of 69 shares — an estimated $2.36K sold.

Wiser Advisor Group first reported a position in FNDC in Q4 2023 and held it in 3 quarters. The position peaked at $2.41K in Q1 2024. 231 funds tracked by Wall St. Rank hold FNDC as of Q3 2024.

Wiser Advisor Group reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2024 after selling out during the quarter.
Wiser Advisor Group sold 69 Schwab Fundamental International Small Company Index ETF shares in Q3 2024, an estimated $2.36K.
Wiser Advisor Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and held it in 3 quarters.
Wiser Advisor Group's Schwab Fundamental International Small Company Index ETF position peaked at $2.41K in Q1 2024.
231 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.