Bedel Financial Consulting’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-1,622	Closed	-$52K	–	430
2022 Q1	$52K	Buy	1,622 +1	+0.1%	+$33	0.02%	381
2021 Q4	$53K	Buy	1,621 +33	+2%	+$1.09K	0.02%	385
2021 Q3	$52K	Sell	1,588 -102	-6%	-$3.38K	0.02%	371
2021 Q2	$56K	Hold	1,690	–	–	0.02%	357
2021 Q1	$54K	Hold	1,690	–	–	0.02%	351
2020 Q4	$49K	Buy	1,690 +18	+1%	+$487	0.02%	318
2020 Q3	$41K	Buy	1,672 +360	+27%	+$8.96K	0.02%	328
2020 Q2	$31K	Buy	1,312 +113	+9%	+$2.55K	0.02%	341
2020 Q1	$25K	Hold	1,199	–	–	0.02%	355
2019 Q4	$35K	Buy	1,199 +28	+2%	+$798	0.02%	338
2019 Q3	$32K	Buy	1,171 +9	+0.8%	+$244	0.02%	339
2019 Q2	$32K	Hold	1,162	–	–	0.02%	337
2019 Q1	$32K	Hold	1,162	–	–	0.02%	335
2018 Q4	$29K	Buy	1,162 +39	+3%	+$1.07K	0.02%	318
2018 Q3	$32K	Hold	1,123	–	–	0.02%	324
2018 Q2	$33K	Hold	1,123	–	–	0.02%	309
2018 Q1	$34K	Buy	+1,123	New	+$34.5K	0.03%	312

Other funds holding FNDF

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return