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LifePlan Financial Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

LifePlan Financial Group’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 		$44K Hold
1,778
– – 0.02% 254
2020
Q2 		$42K Hold
1,778
– – 0.02% 261
2020
Q1 		$37K Hold
1,778
– – 0.02% 253
2019
Q4 		$51K Hold
1,778
– – 0.02% 244
2019
Q3 		$49K Buy
+1,778
New +$48.2K 0.02% 246

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 $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 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

LifePlan Financial Group's FNDF Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q3 2020 at 1,778 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #254.

LifePlan Financial Group first reported a position in FNDF in Q3 2019 and has held it in 5 quarters since. The position peaked at $51K in Q4 2019. 203 funds tracked by Wall St. Rank hold FNDF as of Q3 2020.

  • LifePlan Financial Group held 1,778 shares of Schwab Fundamental International Large Company Index ETF worth $44K as of Q3 2020.
  • LifePlan Financial Group left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q3 2020.
  • Schwab Fundamental International Large Company Index ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #254 holding.
  • LifePlan Financial Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2019 and has held it in 5 quarters since.
  • LifePlan Financial Group's Schwab Fundamental International Large Company Index ETF position peaked at $51K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.