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

Realta 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
2024
Q3 		– Sell
-965
Closed -$33.8K – 489
2024
Q2 		$33.8K Hold
965
– – 0.01% 568
2024
Q1 		$34.4K Buy
+965
New +$32.8K 0.01% 591
2023
Q4 		– Sell
-464
Closed -$15K – 541
2023
Q3 		$15K Hold
464
– – ﹤0.01% 643
2023
Q2 		$15K Buy
+464
New +$14.8K ﹤0.01% 690
2023
Q1 		– Sell
-1,160
Closed -$33.7K – 545
2022
Q4 		$33.7K Sell
1,160
-5
-0.4% -$140 0.01% 590
2022
Q3 		$29K Buy
+1,165
New +$32.6K 0.01% 589
2019
Q3 		– Sell
-241
Closed -$7K – 1669
2019
Q2 		$7K Buy
+241
New +$6.67K ﹤0.01% 1248

Other funds holding FNDF

Charles Schwab
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $501B 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 $431B AUM 30.22% 1-Year Est. Return