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

TCI 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
2023 Q2	–	Sell	-833	Closed	-$26K	–	945
2023 Q1	$26K	Hold	833	–	–	﹤0.01%	610
2022 Q4	$24.2K	Buy	833 +762	+1,073%	+$21.4K	﹤0.01%	612
2022 Q3	$2K	Hold	71	–	–	﹤0.01%	1928
2022 Q2	$2K	Hold	71	–	–	﹤0.01%	1991
2022 Q1	$2K	Hold	71	–	–	﹤0.01%	1976
2021 Q4	$2K	Hold	71	–	–	﹤0.01%	2083
2021 Q3	$2K	Hold	71	–	–	﹤0.01%	2118
2021 Q2	$2K	Hold	71	–	–	﹤0.01%	2001
2021 Q1	$2K	Buy	+71	New	+$2.22K	﹤0.01%	1744
2019 Q1	–	Sell	-2,180	Closed	-$55K	–	1444
2018 Q4	$55K	Buy	+2,180	New	+$59.8K	0.03%	299
2015 Q1	–	Sell	-586	Closed	-$15K	–	908
2014 Q4	$15K	Buy	+586	New	+$15.6K	0.01%	386
2013 Q4	–	Sell	-280	Closed	-$7K	–	870
2013 Q3	$7K	Buy	+280	New	+$7.14K	0.01%	430

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

TCI Wealth Advisors's FNDF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2023, closing a stake of 833 shares — an estimated $26K sold.

TCI Wealth Advisors first reported a position in FNDF in Q3 2013 and held it in 12 quarters. The position peaked at $55K in Q4 2018. 440 funds tracked by Wall St. Rank hold FNDF as of Q2 2023.

TCI Wealth Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 833 Schwab Fundamental International Large Company Index ETF shares in Q2 2023, an estimated $26K.
TCI Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2013 and held it in 12 quarters.
TCI Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $55K in Q4 2018.
440 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.