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

Heritage 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
2024
Q3 		– Sell
-195
Closed -$6.83K – 626
2024
Q2 		$6.83K Hold
195
– – ﹤0.01% 439
2024
Q1 		$6.94K Hold
195
– – ﹤0.01% 456
2023
Q4 		$6.58K Buy
+195
New +$6.25K ﹤0.01% 474

Other funds holding FNDF

Charles Schwab
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Advisors's FNDF Position: Q3 2024 in Review

Heritage Wealth Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2024, closing a stake of 195 shares — an estimated $6.83K sold.

Heritage Wealth Advisors first reported a position in FNDF in Q4 2023 and held it in 3 quarters. The position peaked at $6.94K in Q1 2024. 551 funds tracked by Wall St. Rank hold FNDF as of Q3 2024.

  • Heritage Wealth Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 195 Schwab Fundamental International Large Company Index ETF shares in Q3 2024, an estimated $6.83K.
  • Heritage Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and held it in 3 quarters.
  • Heritage Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $6.94K in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2024.

Based on Heritage Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.