MHR
FNDF icon

Matthew Hamilton Rosenberg’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Matthew Hamilton Rosenberg’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
-319
Closed -$9.97K – 972
2023
Q1 		$9.97K Hold
319
– – ﹤0.01% 662
2022
Q4 		$9.27K Hold
319
– – ﹤0.01% 658
2022
Q3 		$8K Hold
319
– – ﹤0.01% 666
2022
Q2 		$9K Hold
319
– – ﹤0.01% 649
2022
Q1 		$10K Hold
319
– – ﹤0.01% 624
2021
Q4 		$10K Hold
319
– – ﹤0.01% 593
2021
Q3 		$10K Buy
+319
New +$10.6K ﹤0.01% 573

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return