HC Financial Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

HC Financial Advisors’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	$589K	Hold	20,794	–	–	0.39%	64
2022 Q1	$670K	Hold	20,794	–	–	0.4%	61
2021 Q4	$676K	Sell	20,794 -11,500	-36%	-$380K	0.38%	61
2021 Q3	$1.06M	Hold	32,294	–	–	0.64%	53
2021 Q2	$1.07M	Hold	32,294	–	–	0.63%	53
2021 Q1	$1.04M	Hold	32,294	–	–	0.63%	52
2020 Q4	$946K	Hold	32,294	–	–	0.61%	53
2020 Q3	$793K	Buy	+32,294	New	+$803K	0.57%	53

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

HC Financial Advisors's FNDF Position: Q2 2022 in Review

HC Financial Advisors held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q2 2022 at 20,794 shares worth $589K. The position accounts for 0.39% of the portfolio, ranked #64.

HC Financial Advisors first reported a position in FNDF in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2021. 375 funds tracked by Wall St. Rank hold FNDF as of Q2 2022.

HC Financial Advisors held 20,794 shares of Schwab Fundamental International Large Company Index ETF worth $589K as of Q2 2022.
HC Financial Advisors left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q2 2022.
Schwab Fundamental International Large Company Index ETF made up 0.39% of HC Financial Advisors's portfolio in Q2 2022, its #64 holding.
HC Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2020 and has held it in 8 quarters since.
HC Financial Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $1.07M in Q2 2021.
375 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.