Acima Private Wealth’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Acima Private Wealth’s Portfolio FNDF Stock Details FNDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-416	Closed	-$11.8K	–	233
2022 Q2	$11.8K	Hold	416	–	–	0.01%	205
2022 Q1	$13K	Sell	416 -5	-1%	-$163	0.01%	209
2021 Q4	$14K	Hold	421	–	–	0.01%	208
2021 Q3	$14K	Hold	421	–	–	0.01%	200
2021 Q2	$14K	Hold	421	–	–	0.01%	197
2021 Q1	$14K	Hold	421	–	–	0.01%	196
2020 Q4	$12K	Buy	+421	New	+$11.4K	0.01%	197

Other funds holding FNDF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Acima Private Wealth's FNDF Position: Q3 2022 in Review

Acima Private Wealth sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2022, closing a stake of 416 shares — an estimated $11.8K sold.

Acima Private Wealth first reported a position in FNDF in Q4 2020 and held it in 7 quarters. The position peaked at $14K in Q4 2021. 361 funds tracked by Wall St. Rank hold FNDF as of Q3 2022.

Acima Private Wealth reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2022 after selling out during the quarter.
Acima Private Wealth sold 416 Schwab Fundamental International Large Company Index ETF shares in Q3 2022, an estimated $11.8K.
Acima Private Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2020 and held it in 7 quarters.
Acima Private Wealth's Schwab Fundamental International Large Company Index ETF position peaked at $14K in Q4 2021.
361 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2022.

Based on Acima Private Wealth's 13F filing for Q3 2022, filed 29 Feb 2024.