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

Granite Bay 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 Q4	–	Sell	-20,661	Closed	-$681K	–	311
2023 Q3	$681K	Buy	+20,661	New	+$670K	0.01%	239

Other funds holding FNDF

CSIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

SFA

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

Granite Bay Wealth Management's FNDF Position: Q4 2023 in Review

Granite Bay Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2023, closing a stake of 20,661 shares — an estimated $681K sold.

Granite Bay Wealth Management first reported a position in FNDF in Q3 2023 and held it in 1 quarter. The position peaked at $681K in Q3 2023. 500 funds tracked by Wall St. Rank hold FNDF as of Q4 2023.

Granite Bay Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
Granite Bay Wealth Management sold 20,661 Schwab Fundamental International Large Company Index ETF shares in Q4 2023, an estimated $681K.
Granite Bay Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2023 and held it in 1 quarter.
Granite Bay Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $681K in Q3 2023.
500 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2023.

Based on Granite Bay Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.