Roger Wittlin Investment Advisory’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Roger Wittlin Investment 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
2024 Q4	–	Sell	-23,033	Closed	-$861K	–	48
2024 Q3	$861K	Buy	23,033 +181	+0.8%	+$6.52K	0.5%	28
2024 Q2	$801K	Buy	22,852 +57	+0.3%	+$2.02K	0.51%	28
2024 Q1	$812K	Buy	+22,795	New	+$774K	0.57%	27

Other funds holding FNDF

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Roger Wittlin Investment Advisory's FNDF Position: Q4 2024 in Review

Roger Wittlin Investment Advisory sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2024, closing a stake of 23,033 shares — an estimated $861K sold.

Roger Wittlin Investment Advisory first reported a position in FNDF in Q1 2024 and held it in 3 quarters. The position peaked at $861K in Q3 2024. 599 funds tracked by Wall St. Rank hold FNDF as of Q4 2024.

Roger Wittlin Investment Advisory reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
Roger Wittlin Investment Advisory sold 23,033 Schwab Fundamental International Large Company Index ETF shares in Q4 2024, an estimated $861K.
Roger Wittlin Investment Advisory first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2024 and held it in 3 quarters.
Roger Wittlin Investment Advisory's Schwab Fundamental International Large Company Index ETF position peaked at $861K in Q3 2024.
599 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.