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Allen Capital Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Allen Capital Group’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
2023
Q1 		– Sell
-17,578
Closed -$511K – 183
2022
Q4 		$511K Buy
+17,578
New +$494K 0.51% 27

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RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Allen Capital Group's FNDF Position: Q1 2023 in Review

Allen Capital Group sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2023, closing a stake of 17,578 shares — an estimated $511K sold.

Allen Capital Group first reported a position in FNDF in Q4 2022 and held it in 1 quarter. The position peaked at $511K in Q4 2022. 431 funds tracked by Wall St. Rank hold FNDF as of Q1 2023.

  • Allen Capital Group reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
  • Allen Capital Group sold 17,578 Schwab Fundamental International Large Company Index ETF shares in Q1 2023, an estimated $511K.
  • Allen Capital Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2022 and held it in 1 quarter.
  • Allen Capital Group's Schwab Fundamental International Large Company Index ETF position peaked at $511K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2023.

Based on Allen Capital Group's 13F filing for Q1 2023, filed 28 Apr 2023.