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

McClarren 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
2024 Q1	–	Sell	-1,454	Closed	-$49K	–	374
2023 Q4	$49K	Buy	1,454 +34	+2%	+$1.09K	0.04%	159
2023 Q3	$44K	Hold	1,420	–	–	0.04%	153
2023 Q2	$45K	Buy	1,420 +17	+1%	+$544	0.04%	158
2023 Q1	$43K	Hold	1,403	–	–	0.04%	152
2022 Q4	$40K	Buy	1,403 +29	+2%	+$814	0.04%	164
2022 Q3	$34K	Buy	+1,374	New	+$38.4K	0.03%	163
2022 Q2	–	Sell	-1,360	Closed	-$43K	–	107
2022 Q1	$43K	Hold	1,360	–	–	0.03%	135
2021 Q4	$45K	Buy	1,360 +36	+3%	+$1.19K	0.03%	148
2021 Q3	$43K	Hold	1,324	–	–	0.03%	126
2021 Q2	$44K	Buy	+1,324	New	+$44.5K	0.04%	128

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

RFC

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

AOI

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

McClarren Financial Advisors's FNDF Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2024, closing a stake of 1,454 shares — an estimated $49K sold.

McClarren Financial Advisors first reported a position in FNDF in Q2 2021 and held it in 10 quarters. The position peaked at $49K in Q4 2023. 522 funds tracked by Wall St. Rank hold FNDF as of Q1 2024.

McClarren Financial Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 1,454 Schwab Fundamental International Large Company Index ETF shares in Q1 2024, an estimated $49K.
McClarren Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2021 and held it in 10 quarters.
McClarren Financial Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $49K in Q4 2023.
522 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.