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Buckingham Strategic Wealth’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$1.11M Sell
31,726
-2,307
-7% -$81.8K 0.01% 321
2024
Q1 		$1.21M Buy
34,033
+3,829
+13% +$130K 0.01% 303
2023
Q4 		$1.02M Sell
30,204
-12,970
-30% -$416K 0.01% 320
2023
Q3 		$1.37M Buy
43,174
+3,327
+8% +$108K 0.02% 254
2023
Q2 		$1.29M Buy
39,847
+11,052
+38% +$353K 0.02% 264
2023
Q1 		$837K Hold
28,795
– – 0.02% 295
2022
Q4 		$837K Sell
28,795
-1,433
-5% -$40.2K 0.02% 296
2022
Q3 		$760K Sell
30,228
-9,383
-24% -$262K 0.02% 291
2022
Q2 		$1.12M Buy
39,611
+20,729
+110% +$635K 0.02% 248
2022
Q1 		$609K Buy
18,882
+1,581
+9% +$51.6K 0.01% 332
2021
Q4 		$562K Buy
17,301
+4,899
+40% +$162K 0.01% 346
2021
Q3 		$407K Sell
12,402
-324
-3% -$10.7K 0.01% 403
2021
Q2 		$424K Buy
12,726
+346
+3% +$11.6K 0.01% 396
2021
Q1 		$397K Buy
12,380
+1,321
+12% +$41.3K 0.02% 379
2020
Q4 		$324K Buy
11,059
+440
+4% +$11.9K 0.02% 405
2020
Q3 		$261K Buy
10,619
+340
+3% +$8.46K 0.02% 409
2020
Q2 		$244K Buy
+10,279
New +$232K 0.02% 351

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Buckingham Strategic Wealth's FNDF Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 6.8% in Q2 2024, selling an estimated $81.8K and leaving 31,726 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #321.

Buckingham Strategic Wealth first reported a position in FNDF in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.37M in Q3 2023. 534 funds tracked by Wall St. Rank hold FNDF as of Q2 2024.

  • Buckingham Strategic Wealth held 31,726 shares of Schwab Fundamental International Large Company Index ETF worth $1.11M as of Q2 2024.
  • Buckingham Strategic Wealth sold 2,307 Schwab Fundamental International Large Company Index ETF shares in Q2 2024, an estimated $81.8K.
  • Schwab Fundamental International Large Company Index ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #321 holding.
  • Buckingham Strategic Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2020 and has held it in 17 quarters since.
  • Buckingham Strategic Wealth's Schwab Fundamental International Large Company Index ETF position peaked at $1.37M in Q3 2023.
  • 534 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.