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

Smith Salley 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
2024
Q4 		– Sell
-7,553
Closed -$282K – 247
2024
Q3 		$282K Buy
+7,553
New +$272K 0.02% 212

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Smith Salley Wealth Management's FNDF Position: Q4 2024 in Review

Smith Salley Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2024, closing a stake of 7,553 shares — an estimated $282K sold.

Smith Salley Wealth Management first reported a position in FNDF in Q3 2024 and held it in 1 quarter. The position peaked at $282K in Q3 2024. 595 funds tracked by Wall St. Rank hold FNDF as of Q4 2024.

  • Smith Salley Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 7,553 Schwab Fundamental International Large Company Index ETF shares in Q4 2024, an estimated $282K.
  • Smith Salley Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2024 and held it in 1 quarter.
  • Smith Salley Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $282K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2024.

Based on Smith Salley Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.