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Choate Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Choate Investment Advisors’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
2021
Q3 		– Sell
-1,201
Closed -$40K – 316
2021
Q2 		$40K Buy
+1,201
New +$40.4K ﹤0.01% 298

Other funds holding FNDF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Choate Investment Advisors's FNDF Position: Q3 2021 in Review

Choate Investment Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2021, closing a stake of 1,201 shares — an estimated $40K sold.

Choate Investment Advisors first reported a position in FNDF in Q2 2021 and held it in 1 quarter. The position peaked at $40K in Q2 2021. 333 funds tracked by Wall St. Rank hold FNDF as of Q3 2021.

  • Choate Investment Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 1,201 Schwab Fundamental International Large Company Index ETF shares in Q3 2021, an estimated $40K.
  • Choate Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $40K in Q2 2021.
  • 333 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.