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

Tanglewood 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 Q2	–	Sell	-5,723	Closed	-$204K	–	31
2024 Q1	$204K	Buy	+5,723	New	+$194K	0.03%	33
2023 Q3	–	Sell	-7,201	Closed	-$233K	–	26
2023 Q2	$233K	Buy	+7,201	New	+$230K	0.03%	28
2023 Q1	–	Sell	-20,623	Closed	-$600K	–	34
2022 Q4	$600K	Buy	20,623 +7,124	+53%	+$200K	0.09%	28
2022 Q3	$340K	Buy	+13,499	New	+$377K	0.05%	27

Other funds holding FNDF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tanglewood Wealth Management's FNDF Position: Q2 2024 in Review

Tanglewood Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2024, closing a stake of 5,723 shares — an estimated $204K sold.

Tanglewood Wealth Management first reported a position in FNDF in Q3 2022 and held it in 4 quarters. The position peaked at $600K in Q4 2022. 535 funds tracked by Wall St. Rank hold FNDF as of Q2 2024.

Tanglewood Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2024 after selling out during the quarter.
Tanglewood Wealth Management sold 5,723 Schwab Fundamental International Large Company Index ETF shares in Q2 2024, an estimated $204K.
Tanglewood Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2022 and held it in 4 quarters.
Tanglewood Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $600K in Q4 2022.
535 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2024.

Based on Tanglewood Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.