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WR Wealth Planners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

WR Wealth Planners’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
-139
Closed -$4.6K – 923
2023
Q2 		$4.6K Buy
+139
New +$4.64K ﹤0.01% 690

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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 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 $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's FNDC Position: Q3 2023 in Review

WR Wealth Planners sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2023, closing a stake of 139 shares — an estimated $4.6K sold.

WR Wealth Planners first reported a position in FNDC in Q2 2023 and held it in 1 quarter. The position peaked at $4.6K in Q2 2023. 190 funds tracked by Wall St. Rank hold FNDC as of Q3 2023.

  • WR Wealth Planners reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2023 after selling out during the quarter.
  • WR Wealth Planners sold 139 Schwab Fundamental International Small Company Index ETF shares in Q3 2023, an estimated $4.6K.
  • WR Wealth Planners first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2023 and held it in 1 quarter.
  • WR Wealth Planners's Schwab Fundamental International Small Company Index ETF position peaked at $4.6K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.