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Graves Light Lenhart Wealth’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		– Sell
-1,004
Closed -$32K – 726
2021
Q1 		$32K Buy
+1,004
New +$31.4K 0.01% 431

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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BO
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Graves Light Lenhart Wealth's FNDF Position: Q2 2021 in Review

Graves Light Lenhart Wealth sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2021, closing a stake of 1,004 shares — an estimated $32K sold.

Graves Light Lenhart Wealth first reported a position in FNDF in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 324 funds tracked by Wall St. Rank hold FNDF as of Q2 2021.

  • Graves Light Lenhart Wealth reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,004 Schwab Fundamental International Large Company Index ETF shares in Q2 2021, an estimated $32K.
  • Graves Light Lenhart Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2021 and held it in 1 quarter.
  • Graves Light Lenhart Wealth's Schwab Fundamental International Large Company Index ETF position peaked at $32K in Q1 2021.
  • 324 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2021, filed 12 Jul 2021.