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HCR Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

HCR Wealth 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
2020
Q3 		– Sell
-260
Closed -$6K – 244
2020
Q2 		$6K Hold
260
– – ﹤0.01% 235
2020
Q1 		$5K Hold
260
– – ﹤0.01% 225
2019
Q4 		$8K Buy
+260
New +$7.41K ﹤0.01% 215

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
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

HCR Wealth Advisors's FNDF Position: Q3 2020 in Review

HCR Wealth Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2020, closing a stake of 260 shares — an estimated $6K sold.

HCR Wealth Advisors first reported a position in FNDF in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 203 funds tracked by Wall St. Rank hold FNDF as of Q3 2020.

  • HCR Wealth Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 260 Schwab Fundamental International Large Company Index ETF shares in Q3 2020, an estimated $6K.
  • HCR Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2019 and held it in 3 quarters.
  • HCR Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $8K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.