SSC
FNDF icon

Syverson Strege & Co’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-52
Closed -$1.62K – 266
2023
Q1 		$1.62K Sell
52
-1,048
-95% -$32.4K ﹤0.01% 526
2022
Q4 		$32K Sell
1,100
-11,846
-92% -$333K 0.01% 147
2022
Q3 		$326K Hold
12,946
– – 0.17% 50
2022
Q2 		$366K Buy
12,946
+1
+0% +$31 0.13% 51
2022
Q1 		$417K Hold
12,945
– – 0.45% 38
2021
Q4 		$421K Buy
12,945
+1
+0% +$33 0.31% 44
2021
Q3 		$425K Hold
12,944
– – 0.34% 43
2021
Q2 		$431K Buy
12,944
+1
+0% +$34 0.38% 40
2021
Q1 		$415K Hold
12,943
– – 0.43% 36
2020
Q4 		$379K Buy
+12,943
New +$351K 0.36% 37

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 $45.5B AUM 21.01% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return