Retirement Planning Group (Kansas)’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Retirement Planning Group (Kansas)’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
2020 Q1	–	Sell	-18,425	Closed	-$533K	–	60
2019 Q4	$533K	Sell	18,425 -51	-0.3%	-$1.45K	0.11%	43
2019 Q3	$509K	Sell	18,476 -649	-3%	-$17.6K	0.11%	42
2019 Q2	$533K	Sell	19,125 -1,733	-8%	-$47.9K	0.12%	40
2019 Q1	$575K	Sell	20,858 -186,063	-90%	-$5.03M	0.14%	38
2018 Q4	$5.22M	Buy	+206,921	New	+$5.67M	1.39%	14

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Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return