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Secure Asset Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Secure Asset Management’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 		– Sell
-10,234
Closed -$257K – 198
2022
Q3 		$257K Sell
10,234
-20,488
-67% -$573K 0.14% 117
2022
Q2 		$870K Buy
30,722
+97
+0.3% +$2.97K 0.48% 37
2022
Q1 		$987K Buy
+30,625
New +$999K 0.44% 41

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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Secure Asset Management's FNDF Position: Q4 2022 in Review

Secure Asset Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2022, closing a stake of 10,234 shares — an estimated $257K sold.

Secure Asset Management first reported a position in FNDF in Q1 2022 and held it in 3 quarters. The position peaked at $987K in Q1 2022. 416 funds tracked by Wall St. Rank hold FNDF as of Q4 2022.

  • Secure Asset Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2022 after selling out during the quarter.
  • Secure Asset Management sold 10,234 Schwab Fundamental International Large Company Index ETF shares in Q4 2022, an estimated $257K.
  • Secure Asset Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2022 and held it in 3 quarters.
  • Secure Asset Management's Schwab Fundamental International Large Company Index ETF position peaked at $987K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2022.

Based on Secure Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.