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NBZ Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

NBZ Investment 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
2025
Q1 		– Sell
-346
Closed -$11.5K – 72
2024
Q4 		$11.5K Buy
+346
New +$12.2K 0.01% 58

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RFC
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Bank of America
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Wells Fargo
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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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

NBZ Investment Advisors's FNDF Position: Q1 2025 in Review

NBZ Investment Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2025, closing a stake of 346 shares — an estimated $11.5K sold.

NBZ Investment Advisors first reported a position in FNDF in Q4 2024 and held it in 1 quarter. The position peaked at $11.5K in Q4 2024. 609 funds tracked by Wall St. Rank hold FNDF as of Q1 2025.

  • NBZ Investment Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • NBZ Investment Advisors sold 346 Schwab Fundamental International Large Company Index ETF shares in Q1 2025, an estimated $11.5K.
  • NBZ Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and held it in 1 quarter.
  • NBZ Investment Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $11.5K in Q4 2024.
  • 609 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2025.

Based on NBZ Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.