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

Catalyst 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
2023 Q1	$334K	Sell	10,668 -2,289	-18%	-$70.8K	0.31%	93
2022 Q4	$377K	Buy	+12,957	New	+$364K	0.36%	90

Other funds holding FNDF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $16.8B AUM 26.68% 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 $178B AUM 37.23% 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

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

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

Catalyst Wealth Management's FNDF Position: Q1 2023 in Review

Catalyst Wealth Management reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 18% in Q1 2023, selling an estimated $70.8K and leaving 10,668 shares worth $334K. The position accounts for 0.31% of the portfolio, ranked #93.

Catalyst Wealth Management first reported a position in FNDF in Q4 2022 and has held it in 2 quarters since. The position peaked at $377K in Q4 2022. 430 funds tracked by Wall St. Rank hold FNDF as of Q1 2023.

Catalyst Wealth Management held 10,668 shares of Schwab Fundamental International Large Company Index ETF worth $334K as of Q1 2023.
Catalyst Wealth Management sold 2,289 Schwab Fundamental International Large Company Index ETF shares in Q1 2023, an estimated $70.8K.
Schwab Fundamental International Large Company Index ETF made up 0.31% of Catalyst Wealth Management's portfolio in Q1 2023, its #93 holding.
Catalyst Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2022 and has held it in 2 quarters since.
Catalyst Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $377K in Q4 2022.
430 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.