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

Elmwood 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
2022 Q1	–	Sell	-100	Closed	-$3K	–	182
2021 Q4	$3K	Buy	+100	New	+$3.3K	﹤0.01%	332
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	294
2021 Q1	$3K	Buy	+100	New	+$3.13K	﹤0.01%	286

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CSIA

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elmwood Wealth Management's FNDF Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in FNDF in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 374 funds tracked by Wall St. Rank hold FNDF as of Q1 2022.

Elmwood Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 100 Schwab Fundamental International Large Company Index ETF shares in Q1 2022, an estimated $3K.
Elmwood Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2021 and held it in 3 quarters.
Elmwood Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $3K in Q4 2021.
374 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.