Caliber Wealth Management (Utah)’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Caliber Wealth Management (Utah)’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 Q4	–	Sell	-133,085	Closed	-$3.35M	–	89
2022 Q3	$3.35M	Buy	133,085 +9,349	+8%	+$261K	2.64%	8
2022 Q2	$3.5M	Buy	123,736 +11,688	+10%	+$358K	2.73%	7
2022 Q1	$3.61M	Buy	112,048 +22,489	+25%	+$733K	2.31%	10
2021 Q4	$3.06M	Buy	89,559 +20,170	+29%	+$666K	2.11%	11
2021 Q3	$2.34M	Buy	69,389 +1,491	+2%	+$49.4K	1.65%	13
2021 Q2	$2.26M	Buy	+67,898	New	+$2.28M	1.6%	13

Other funds holding FNDF

CSIA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $15.4B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SFA

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Caliber Wealth Management (Utah)'s FNDF Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2022, closing a stake of 133,085 shares — an estimated $3.35M sold.

Caliber Wealth Management (Utah) first reported a position in FNDF in Q2 2021 and held it in 6 quarters. The position peaked at $3.61M in Q1 2022. 415 funds tracked by Wall St. Rank hold FNDF as of Q4 2022.

Caliber Wealth Management (Utah) reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2022 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 133,085 Schwab Fundamental International Large Company Index ETF shares in Q4 2022, an estimated $3.35M.
Caliber Wealth Management (Utah) first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2021 and held it in 6 quarters.
Caliber Wealth Management (Utah)'s Schwab Fundamental International Large Company Index ETF position peaked at $3.61M in Q1 2022.
415 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.