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

Level 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
Q3 		– Sell
-26
Closed -$1K – 278
2022
Q2 		$1K Buy
+26
New +$796 ﹤0.01% 274

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 $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Level Financial Advisors's FNDF Position: Q3 2022 in Review

Level Financial Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in FNDF in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 361 funds tracked by Wall St. Rank hold FNDF as of Q3 2022.

  • Level Financial Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 26 Schwab Fundamental International Large Company Index ETF shares in Q3 2022, an estimated $1K.
  • Level Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $1K in Q2 2022.
  • 361 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.