Institutional & Family Asset Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Institutional & Family Asset Management’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
2023 Q2	–	Sell	-126	Closed	-$3.94K	–	768
2023 Q1	$3.94K	Buy	+126	New	+$3.9K	﹤0.01%	505

Other funds holding FNDF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Institutional & Family Asset Management's FNDF Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2023, closing a stake of 126 shares — an estimated $3.94K sold.

Institutional & Family Asset Management first reported a position in FNDF in Q1 2023 and held it in 1 quarter. The position peaked at $3.94K in Q1 2023. 440 funds tracked by Wall St. Rank hold FNDF as of Q2 2023.

Institutional & Family Asset Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 126 Schwab Fundamental International Large Company Index ETF shares in Q2 2023, an estimated $3.94K.
Institutional & Family Asset Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2023 and held it in 1 quarter.
Institutional & Family Asset Management's Schwab Fundamental International Large Company Index ETF position peaked at $3.94K in Q1 2023.
440 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.