Clear Creek Financial Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Clear Creek Financial 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 Q4	–	Sell	-111,398	Closed	-$4.16M	–	488
2024 Q3	$4.16M	Sell	111,398 -2,274	-2%	-$81.9K	0.47%	45
2024 Q2	$4.02M	Buy	113,672 +5,467	+5%	+$194K	0.49%	42
2024 Q1	$3.85M	Buy	108,205 +86,138	+390%	+$2.93M	0.49%	42
2023 Q4	$744K	Sell	22,067 -6,058	-22%	-$194K	0.12%	150
2023 Q3	$891K	Sell	28,125 -1,187	-4%	-$38.5K	0.16%	109
2023 Q2	$946K	Sell	29,312 -736	-2%	-$23.5K	0.16%	107
2023 Q1	$940K	Sell	30,048 -37,819	-56%	-$1.17M	0.18%	109
2022 Q4	$1.97M	Buy	67,867 +33,693	+99%	+$946K	0.43%	58
2022 Q3	$859K	Sell	34,174 -15,818	-32%	-$442K	0.19%	93
2022 Q2	$1.42M	Buy	49,992 +41,606	+496%	+$1.27M	0.3%	70
2022 Q1	$270K	Sell	8,386 -18,226	-68%	-$594K	0.04%	274
2021 Q4	$866K	Buy	+26,612	New	+$878K	0.13%	134

Other funds holding FNDF

Charles Schwab San Francisco, California $751B AUM 38.74% 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 $16.8B AUM 26.68% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clear Creek Financial Management's FNDF Position: Q4 2024 in Review

Clear Creek Financial Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2024, closing a stake of 111,398 shares — an estimated $4.16M sold.

Clear Creek Financial Management first reported a position in FNDF in Q4 2021 and held it in 12 quarters. The position peaked at $4.16M in Q3 2024. 599 funds tracked by Wall St. Rank hold FNDF as of Q4 2024.

Clear Creek Financial Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
Clear Creek Financial Management sold 111,398 Schwab Fundamental International Large Company Index ETF shares in Q4 2024, an estimated $4.16M.
Clear Creek Financial Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and held it in 12 quarters.
Clear Creek Financial Management's Schwab Fundamental International Large Company Index ETF position peaked at $4.16M in Q3 2024.
599 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.