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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bedel Financial Consulting's FNDF Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2022, closing a stake of 1,622 shares — an estimated $52K sold.

Bedel Financial Consulting first reported a position in FNDF in Q1 2018 and held it in 17 quarters. The position peaked at $56K in Q2 2021. 375 funds tracked by Wall St. Rank hold FNDF as of Q2 2022.

Bedel Financial Consulting reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,622 Schwab Fundamental International Large Company Index ETF shares in Q2 2022, an estimated $52K.
Bedel Financial Consulting first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Schwab Fundamental International Large Company Index ETF position peaked at $56K in Q2 2021.
375 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.