Sterling Financial Planning’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-334	Closed	-$11K	–	210
2021 Q3	$11K	Sell	334 -58	-15%	-$1.92K	0.01%	313
2021 Q2	$13K	Sell	392 -10	-2%	-$336	0.01%	280
2021 Q1	$13K	Hold	402	–	–	0.01%	253
2020 Q4	$12K	Buy	+402	New	+$10.9K	0.01%	246

Other funds holding FNDF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Sterling Financial Planning's FNDF Position: Q4 2021 in Review

Sterling Financial Planning sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2021, closing a stake of 334 shares — an estimated $11K sold.

Sterling Financial Planning first reported a position in FNDF in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 368 funds tracked by Wall St. Rank hold FNDF as of Q4 2021.

Sterling Financial Planning reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 334 Schwab Fundamental International Large Company Index ETF shares in Q4 2021, an estimated $11K.
Sterling Financial Planning first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's Schwab Fundamental International Large Company Index ETF position peaked at $13K in Q2 2021.
368 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.