Ritter Daniher Financial Advisory’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Ritter Daniher Financial Advisory’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
2023 Q3	–	Sell	-487	Closed	-$15.7K	–	365
2023 Q2	$15.7K	Sell	487 -432	-47%	-$13.8K	0.01%	192
2023 Q1	$28.7K	Buy	+919	New	+$28.4K	0.01%	163
2022 Q3	–	Sell	-74	Closed	-$2K	–	252
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	222
2022 Q1	$2K	Sell	74 -59	-44%	-$1.92K	﹤0.01%	228
2021 Q4	$4K	Buy	+133	New	+$4.39K	﹤0.01%	196

Other funds holding FNDF

CSIA

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ritter Daniher Financial Advisory's FNDF Position: Q3 2023 in Review

Ritter Daniher Financial Advisory sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2023, closing a stake of 487 shares — an estimated $15.7K sold.

Ritter Daniher Financial Advisory first reported a position in FNDF in Q4 2021 and held it in 5 quarters. The position peaked at $28.7K in Q1 2023. 441 funds tracked by Wall St. Rank hold FNDF as of Q3 2023.

Ritter Daniher Financial Advisory reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 487 Schwab Fundamental International Large Company Index ETF shares in Q3 2023, an estimated $15.7K.
Ritter Daniher Financial Advisory first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and held it in 5 quarters.
Ritter Daniher Financial Advisory's Schwab Fundamental International Large Company Index ETF position peaked at $28.7K in Q1 2023.
441 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.