Planned Solutions’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Planned 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 Q4	–	Sell	-3,159	Closed	-$118K	–	294
2024 Q3	$118K	Buy	+3,159	New	+$114K	0.05%	179
2024 Q1	–	Sell	-2,920	Closed	-$98.5K	–	251
2023 Q4	$98.5K	Buy	+2,920	New	+$93.6K	0.05%	187
2021 Q1	–	Sell	-1,143	Closed	-$33K	–	184
2020 Q4	$33K	Hold	1,143	–	–	0.03%	245
2020 Q3	$28K	Buy	+1,143	New	+$28.4K	0.03%	195

Other funds holding FNDF

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Planned Solutions's FNDF Position: Q4 2024 in Review

Planned Solutions sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2024, closing a stake of 3,159 shares — an estimated $118K sold.

Planned Solutions first reported a position in FNDF in Q3 2020 and held it in 4 quarters. The position peaked at $118K in Q3 2024. 598 funds tracked by Wall St. Rank hold FNDF as of Q4 2024.

Planned Solutions reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 3,159 Schwab Fundamental International Large Company Index ETF shares in Q4 2024, an estimated $118K.
Planned Solutions first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's Schwab Fundamental International Large Company Index ETF position peaked at $118K in Q3 2024.
598 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.