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Strategic Advocates’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Strategic Advocates’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
Q1 		– Sell
-7,980
Closed -$269K – 144
2023
Q4 		$269K Sell
7,980
-4,803
-38% -$154K 0.11% 116
2023
Q3 		$405K Buy
+12,783
New +$415K 0.19% 92

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Strategic Advocates's FNDF Position: Q1 2024 in Review

Strategic Advocates sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2024, closing a stake of 7,980 shares — an estimated $269K sold.

Strategic Advocates first reported a position in FNDF in Q3 2023 and held it in 2 quarters. The position peaked at $405K in Q3 2023. 519 funds tracked by Wall St. Rank hold FNDF as of Q1 2024.

  • Strategic Advocates reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Strategic Advocates sold 7,980 Schwab Fundamental International Large Company Index ETF shares in Q1 2024, an estimated $269K.
  • Strategic Advocates first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2023 and held it in 2 quarters.
  • Strategic Advocates's Schwab Fundamental International Large Company Index ETF position peaked at $405K in Q3 2023.
  • 519 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2024.

Based on Strategic Advocates's 13F filing for Q1 2024, filed 3 Apr 2024.