UIA
FNDF icon

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

Ulland Investment 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
2024
Q1 		– Sell
-57
Closed -$2K – 235
2023
Q4 		$2K Buy
+57
New +$1.83K ﹤0.01% 188

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 $59.8B AUM 29.42% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ulland Investment Advisors's FNDF Position: Q1 2024 in Review

Ulland Investment Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2024, closing a stake of 57 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in FNDF in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 519 funds tracked by Wall St. Rank hold FNDF as of Q1 2024.

  • Ulland Investment Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2024 after selling out during the quarter.
  • Ulland Investment Advisors sold 57 Schwab Fundamental International Large Company Index ETF shares in Q1 2024, an estimated $2K.
  • Ulland Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and held it in 1 quarter.
  • Ulland Investment Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $2K in Q4 2023.
  • 519 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2024.

Based on Ulland Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.