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

Surevest’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
2020
Q1 		– Sell
-27,062
Closed -$783K – 116
2019
Q4 		$783K Buy
+27,062
New +$771K 0.33% 95

Other funds holding FNDF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Surevest's FNDF Position: Q1 2020 in Review

Surevest sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2020, closing a stake of 27,062 shares — an estimated $783K sold.

Surevest first reported a position in FNDF in Q4 2019 and held it in 1 quarter. The position peaked at $783K in Q4 2019. 191 funds tracked by Wall St. Rank hold FNDF as of Q1 2020.

  • Surevest reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 27,062 Schwab Fundamental International Large Company Index ETF shares in Q1 2020, an estimated $783K.
  • Surevest first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2019 and held it in 1 quarter.
  • Surevest's Schwab Fundamental International Large Company Index ETF position peaked at $783K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.