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 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

Matthew Hamilton Rosenberg's FNDF Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2023, closing a stake of 319 shares — an estimated $9.97K sold.

Matthew Hamilton Rosenberg first reported a position in FNDF in Q3 2021 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 440 funds tracked by Wall St. Rank hold FNDF as of Q2 2023.

Matthew Hamilton Rosenberg reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 319 Schwab Fundamental International Large Company Index ETF shares in Q2 2023, an estimated $9.97K.
Matthew Hamilton Rosenberg first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2021 and held it in 7 quarters.
Matthew Hamilton Rosenberg's Schwab Fundamental International Large Company Index ETF position peaked at $10K in Q1 2022.
440 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.