Prestige Wealth Management Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Prestige Wealth Management Group’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 Q1	–	Sell	-34	Closed	-$1K	–	1000
2021 Q4	$1K	Buy	+34	New	+$1.12K	﹤0.01%	896
2020 Q1	–	Sell	-24,976	Closed	-$723K	–	941
2019 Q4	$723K	Hold	24,976	–	–	0.4%	44
2019 Q3	$689K	Sell	24,976 -458	-2%	-$12.4K	0.4%	42
2019 Q2	$709K	Sell	25,434 -4,438	-15%	-$123K	0.43%	37
2019 Q1	$824K	Sell	29,872 -2,317	-7%	-$62.6K	0.51%	35
2018 Q4	$812K	Buy	+32,189	New	+$883K	0.6%	36

Other funds holding FNDF

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return