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Berman Capital Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Berman Capital Advisors’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
2021
Q2 		– Sell
-52
Closed -$1K – 1945
2021
Q1 		$1K Buy
+52
New +$1.63K ﹤0.01% 1635

Other funds holding FNDF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Berman Capital Advisors's FNDF Position: Q2 2021 in Review

Berman Capital Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2021, closing a stake of 52 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in FNDF in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 324 funds tracked by Wall St. Rank hold FNDF as of Q2 2021.

  • Berman Capital Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 52 Schwab Fundamental International Large Company Index ETF shares in Q2 2021, an estimated $1K.
  • Berman Capital Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2021 and held it in 1 quarter.
  • Berman Capital Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $1K in Q1 2021.
  • 324 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.