Financial Planners of Cleveland’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Financial Planners of Cleveland’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 Q2	–	Sell	-25,434	Closed	-$820K	–	13
2022 Q1	$820K	Buy	25,434 +16,214	+176%	+$529K	0.34%	28
2021 Q4	$314K	Buy	+9,220	New	+$304K	0.13%	60

Other funds holding FNDF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Financial Planners of Cleveland's FNDF Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2022, closing a stake of 25,434 shares — an estimated $820K sold.

Financial Planners of Cleveland first reported a position in FNDF in Q4 2021 and held it in 2 quarters. The position peaked at $820K in Q1 2022. 375 funds tracked by Wall St. Rank hold FNDF as of Q2 2022.

Financial Planners of Cleveland reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 25,434 Schwab Fundamental International Large Company Index ETF shares in Q2 2022, an estimated $820K.
Financial Planners of Cleveland first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and held it in 2 quarters.
Financial Planners of Cleveland's Schwab Fundamental International Large Company Index ETF position peaked at $820K in Q1 2022.
375 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.