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

Sugarloaf 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 		$361K Buy
10,856
+316
+3% +$11.2K 0.07% 116
2024
Q3 		$394K Buy
10,540
+95
+0.9% +$3.42K 0.07% 109
2024
Q2 		$366K Hold
10,445
– – 0.07% 102
2024
Q1 		$372K Hold
10,445
– – 0.08% 105
2023
Q4 		$352K Buy
10,445
+242
+2% +$7.76K 0.08% 99
2023
Q3 		$323K Hold
10,203
– – 0.08% 96
2023
Q2 		$329K Buy
+10,203
New +$326K 0.08% 96

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

Sugarloaf Wealth Management's FNDF Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 3% in Q4 2024, buying an estimated $11.2K and bringing the position to 10,856 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #116.

Sugarloaf Wealth Management first reported a position in FNDF in Q2 2023 and has held it in 7 quarters since. The position peaked at $394K in Q3 2024. 595 funds tracked by Wall St. Rank hold FNDF as of Q4 2024.

  • Sugarloaf Wealth Management held 10,856 shares of Schwab Fundamental International Large Company Index ETF worth $361K as of Q4 2024.
  • Sugarloaf Wealth Management bought 316 Schwab Fundamental International Large Company Index ETF shares in Q4 2024, an estimated $11.2K.
  • Schwab Fundamental International Large Company Index ETF made up 0.07% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #116 holding.
  • Sugarloaf Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2023 and has held it in 7 quarters since.
  • Sugarloaf Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $394K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.