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

Herold 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 		– Sell
-158
Closed -$5.09K – 351
2022
Q1 		$5.09K Buy
+158
New +$5.15K ﹤0.01% 672

Other funds holding FNDF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Herold Advisors's FNDF Position: Q2 2022 in Review

Herold Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2022, closing a stake of 158 shares — an estimated $5.09K sold.

Herold Advisors first reported a position in FNDF in Q1 2022 and held it in 1 quarter. The position peaked at $5.09K in Q1 2022. 375 funds tracked by Wall St. Rank hold FNDF as of Q2 2022.

  • Herold Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 158 Schwab Fundamental International Large Company Index ETF shares in Q2 2022, an estimated $5.09K.
  • Herold Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $5.09K in Q1 2022.
  • 375 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.