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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Victory Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return