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Sheets Smith Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-2,100
Closed -$66.5K – 389
2023
Q3 		$66.5K Buy
+2,100
New +$68.1K 0.01% 375

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sheets Smith Wealth Management's FNDF Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2023, closing a stake of 2,100 shares — an estimated $66.5K sold.

Sheets Smith Wealth Management first reported a position in FNDF in Q3 2023 and held it in 1 quarter. The position peaked at $66.5K in Q3 2023. 500 funds tracked by Wall St. Rank hold FNDF as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,100 Schwab Fundamental International Large Company Index ETF shares in Q4 2023, an estimated $66.5K.
  • Sheets Smith Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $66.5K in Q3 2023.
  • 500 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.