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Baker Tilly Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Baker Tilly Wealth Management’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
Q1 		– Sell
-17,815
Closed -$579K – 538
2021
Q4 		$579K Buy
+17,815
New +$588K 0.06% 323

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BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baker Tilly Wealth Management's FNDF Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2022, closing a stake of 17,815 shares — an estimated $579K sold.

Baker Tilly Wealth Management first reported a position in FNDF in Q4 2021 and held it in 1 quarter. The position peaked at $579K in Q4 2021. 374 funds tracked by Wall St. Rank hold FNDF as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 17,815 Schwab Fundamental International Large Company Index ETF shares in Q1 2022, an estimated $579K.
  • Baker Tilly Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $579K in Q4 2021.
  • 374 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.