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

Tiedemann 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
2019 Q3	–	Sell	-16,304	Closed	-$458K	–	308
2019 Q2	$458K	Sell	16,304 -285	-2%	-$7.88K	0.02%	205
2019 Q1	$458K	Hold	16,589	–	–	0.02%	311
2018 Q4	$418K	Sell	16,589 -3,751	-18%	-$103K	0.02%	312
2018 Q3	$610K	Hold	20,340	–	–	0.04%	209
2018 Q2	$601K	Hold	20,340	–	–	0.04%	212
2018 Q1	$611K	Buy	+20,340	New	+$625K	0.04%	185
2017 Q4	–	Sell	-9,494	Closed	-$239K	–	265
2017 Q3	$239K	Buy	+9,494	New	+$275K	0.02%	306
2017 Q1	–	Sell	-72,638	Closed	-$1.82M	–	402
2016 Q4	$1.82M	Buy	+72,638	New	+$1.82M	0.18%	99

Other funds holding FNDF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Tiedemann Advisors's FNDF Position: Q3 2019 in Review

Tiedemann Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2019, closing a stake of 16,304 shares — an estimated $458K sold.

Tiedemann Advisors first reported a position in FNDF in Q4 2016 and held it in 8 quarters. The position peaked at $1.82M in Q4 2016. 194 funds tracked by Wall St. Rank hold FNDF as of Q3 2019.

Tiedemann Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2019 after selling out during the quarter.
Tiedemann Advisors sold 16,304 Schwab Fundamental International Large Company Index ETF shares in Q3 2019, an estimated $458K.
Tiedemann Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2016 and held it in 8 quarters.
Tiedemann Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $1.82M in Q4 2016.
194 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2019.

Based on Tiedemann Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.