Carolinas Wealth Consulting’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Carolinas Wealth 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
2024 Q2	–	Sell	-1,547	Closed	-$55.1K	–	1055
2024 Q1	$55.1K	Buy	+1,547	New	+$52.5K	0.01%	358
2020 Q2	–	Sell	-9,058	Closed	-$190K	–	676
2020 Q1	$190K	Buy	+9,058	New	+$234K	0.1%	97

Other funds holding FNDF

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carolinas Wealth Consulting's FNDF Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2024, closing a stake of 1,547 shares — an estimated $55.1K sold.

Carolinas Wealth Consulting first reported a position in FNDF in Q1 2020 and held it in 2 quarters. The position peaked at $190K in Q1 2020. 531 funds tracked by Wall St. Rank hold FNDF as of Q2 2024.

Carolinas Wealth Consulting reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,547 Schwab Fundamental International Large Company Index ETF shares in Q2 2024, an estimated $55.1K.
Carolinas Wealth Consulting first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2020 and held it in 2 quarters.
Carolinas Wealth Consulting's Schwab Fundamental International Large Company Index ETF position peaked at $190K in Q1 2020.
531 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2024.

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