Sargent Bickham Lagudis’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$36.5K	Buy	1,254 +273	+28%	+$7.67K	﹤0.01%	495
2022 Q3	$25K	Buy	981 +131	+15%	+$3.66K	﹤0.01%	535
2022 Q2	$24K	Sell	850 -911	-52%	-$27.9K	﹤0.01%	554
2022 Q1	$57K	Buy	1,761 +911	+107%	+$29.7K	﹤0.01%	426
2021 Q4	$28K	Hold	850	–	–	﹤0.01%	552
2021 Q3	$28K	Buy	850 +552	+185%	+$18.3K	﹤0.01%	558
2021 Q2	$10K	Buy	+298	New	+$10K	﹤0.01%	710
2020 Q3	–	Sell	-129	Closed	-$3K	–	806
2020 Q2	$3K	Sell	129 -289	-69%	-$6.52K	﹤0.01%	681
2020 Q1	$9K	Buy	418 +287	+219%	+$7.42K	﹤0.01%	564
2019 Q4	$4K	Buy	+131	New	+$3.73K	﹤0.01%	711
2018 Q1	–	Sell	-225	Closed	-$7K	–	773
2017 Q4	$7K	Buy	225 +5	+2%	+$151	﹤0.01%	649
2017 Q3	$7K	Hold	220	–	–	﹤0.01%	662
2017 Q2	$6K	Hold	220	–	–	﹤0.01%	634
2017 Q1	$6K	Hold	220	–	–	﹤0.01%	640
2016 Q4	$6K	Buy	220 +5	+2%	+$125	﹤0.01%	611
2016 Q3	$5K	Hold	215	–	–	﹤0.01%	640
2016 Q2	$5K	Sell	215 -304	-59%	-$7.28K	﹤0.01%	606
2016 Q1	$12K	Buy	+519	New	+$11.7K	﹤0.01%	541

Other funds holding FNDF

CSIA

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

AOI

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

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Sargent Bickham Lagudis's FNDF Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 28% in Q4 2022, buying an estimated $7.67K and bringing the position to 1,254 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Sargent Bickham Lagudis first reported a position in FNDF in Q1 2016 and has held it in 18 quarters since. The position peaked at $57K in Q1 2022. 416 funds tracked by Wall St. Rank hold FNDF as of Q4 2022.

Sargent Bickham Lagudis held 1,254 shares of Schwab Fundamental International Large Company Index ETF worth $36.5K as of Q4 2022.
Sargent Bickham Lagudis bought 273 Schwab Fundamental International Large Company Index ETF shares in Q4 2022, an estimated $7.67K.
Schwab Fundamental International Large Company Index ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #495 holding.
Sargent Bickham Lagudis first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2016 and has held it in 18 quarters since.
Sargent Bickham Lagudis's Schwab Fundamental International Large Company Index ETF position peaked at $57K in Q1 2022.
416 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.