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Summit Financial Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Summit Financial Wealth Advisors’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
2018
Q4 		– Sell
-8,104
Closed -$229K – 135
2018
Q3 		$229K Buy
8,104
+1,096
+16% +$32.6K 0.07% 128
2018
Q2 		$210K Hold
7,008
– – 0.07% 125
2018
Q1 		$210K Buy
+7,008
New +$215K 0.07% 134

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USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Summit Financial Wealth Advisors's FNDF Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2018, closing a stake of 8,104 shares — an estimated $229K sold.

Summit Financial Wealth Advisors first reported a position in FNDF in Q1 2018 and held it in 3 quarters. The position peaked at $229K in Q3 2018. 163 funds tracked by Wall St. Rank hold FNDF as of Q4 2018.

  • Summit Financial Wealth Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 8,104 Schwab Fundamental International Large Company Index ETF shares in Q4 2018, an estimated $229K.
  • Summit Financial Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2018 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $229K in Q3 2018.
  • 163 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.