Personal Capital Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Personal Capital 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
2022 Q4	$213K	Buy	+7,316	New	+$205K	﹤0.01%	454
2022 Q3	–	Sell	-8,376	Closed	-$237K	–	459
2022 Q2	$237K	Sell	8,376 -79	-0.9%	-$2.42K	﹤0.01%	397
2022 Q1	$273K	Sell	8,455 -6,464	-43%	-$211K	﹤0.01%	408
2021 Q4	$474K	Buy	14,919 +5,068	+51%	+$167K	﹤0.01%	342
2021 Q3	$323K	Buy	9,851 +195	+2%	+$6.46K	﹤0.01%	387
2021 Q2	$321K	Sell	9,656 -1,004	-9%	-$33.7K	﹤0.01%	384
2021 Q1	$342K	Buy	10,660 +1,017	+11%	+$31.8K	﹤0.01%	366
2020 Q4	$282K	Sell	9,643 -1,836	-16%	-$49.7K	﹤0.01%	392
2020 Q3	$282K	Buy	+11,479	New	+$286K	﹤0.01%	339
2020 Q1	–	Sell	-9,776	Closed	-$283K	–	362
2019 Q4	$283K	Buy	+9,776	New	+$279K	﹤0.01%	336

Other funds holding FNDF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal Capital Advisors's FNDF Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2022: 7,316 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in FNDF as recently as Q2 2022.

Personal Capital Advisors first reported a position in FNDF in Q4 2019 and has held it in 10 quarters since. The position peaked at $474K in Q4 2021. 416 funds tracked by Wall St. Rank hold FNDF as of Q4 2022.

Personal Capital Advisors held 7,316 shares of Schwab Fundamental International Large Company Index ETF worth $213K as of Q4 2022.
Schwab Fundamental International Large Company Index ETF was a new Personal Capital Advisors position in Q4 2022.
Schwab Fundamental International Large Company Index ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #454 holding.
Personal Capital Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2019 and has held it in 10 quarters since.
Personal Capital Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $474K in Q4 2021.
416 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.