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Cassady Schiller Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Cassady Schiller Wealth Management’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
-642
Closed -$22.9K – 476
2024
Q1 		$22.9K Buy
+642
New +$21.8K 0.01% 277

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cassady Schiller Wealth Management's FNDF Position: Q2 2024 in Review

Cassady Schiller Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2024, closing a stake of 642 shares — an estimated $22.9K sold.

Cassady Schiller Wealth Management first reported a position in FNDF in Q1 2024 and held it in 1 quarter. The position peaked at $22.9K in Q1 2024. 531 funds tracked by Wall St. Rank hold FNDF as of Q2 2024.

  • Cassady Schiller Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 642 Schwab Fundamental International Large Company Index ETF shares in Q2 2024, an estimated $22.9K.
  • Cassady Schiller Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2024 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $22.9K in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.