PCS
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Personal CFO Solutions’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-58,855
Closed -$2.06M – 575
2024
Q2 		$2.06M Buy
+58,855
New +$2.09M 0.32% 59

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Personal CFO Solutions's FNDF Position: Q3 2024 in Review

Personal CFO Solutions sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2024, closing a stake of 58,855 shares — an estimated $2.06M sold.

Personal CFO Solutions first reported a position in FNDF in Q2 2024 and held it in 1 quarter. The position peaked at $2.06M in Q2 2024. 551 funds tracked by Wall St. Rank hold FNDF as of Q3 2024.

  • Personal CFO Solutions reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 58,855 Schwab Fundamental International Large Company Index ETF shares in Q3 2024, an estimated $2.06M.
  • Personal CFO Solutions first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2024 and held it in 1 quarter.
  • Personal CFO Solutions's Schwab Fundamental International Large Company Index ETF position peaked at $2.06M in Q2 2024.
  • 551 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.