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 Plymouth, Minnesota $59.8B AUM 29.42% 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 $16.8B AUM 26.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Syverson Strege & Co's FNDF Position: Q2 2023 in Review

Syverson Strege & Co sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2023, closing a stake of 52 shares — an estimated $1.62K sold.

Syverson Strege & Co first reported a position in FNDF in Q4 2020 and held it in 10 quarters. The position peaked at $431K in Q2 2021. 440 funds tracked by Wall St. Rank hold FNDF as of Q2 2023.

Syverson Strege & Co reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 52 Schwab Fundamental International Large Company Index ETF shares in Q2 2023, an estimated $1.62K.
Syverson Strege & Co first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Schwab Fundamental International Large Company Index ETF position peaked at $431K in Q2 2021.
440 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.