Beaird Harris Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Beaird Harris 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
2023 Q1	–	Sell	-2,837	Closed	-$82.5K	–	572
2022 Q4	$82.5K	Buy	+2,837	New	+$79.7K	0.02%	150

Other funds holding FNDF

CSIA

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

SFA

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Beaird Harris Wealth Management's FNDF Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2023, closing a stake of 2,837 shares — an estimated $82.5K sold.

Beaird Harris Wealth Management first reported a position in FNDF in Q4 2022 and held it in 1 quarter. The position peaked at $82.5K in Q4 2022. 431 funds tracked by Wall St. Rank hold FNDF as of Q1 2023.

Beaird Harris Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 2,837 Schwab Fundamental International Large Company Index ETF shares in Q1 2023, an estimated $82.5K.
Beaird Harris Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2022 and held it in 1 quarter.
Beaird Harris Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $82.5K in Q4 2022.
431 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.