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

Websterrogers Financial 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
2022 Q1	–	Sell	-65,200	Closed	-$2.12M	–	75
2021 Q4	$2.12M	Buy	65,200 +9,800	+18%	+$323K	0.48%	27
2021 Q3	$1.82M	Buy	55,400 +4,500	+9%	+$149K	0.42%	26
2021 Q2	$1.62M	Buy	+50,900	New	+$1.71M	0.39%	29

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

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

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

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

SFA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Websterrogers Financial Advisors's FNDF Position: Q1 2022 in Review

Websterrogers Financial Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2022, closing a stake of 65,200 shares — an estimated $2.12M sold.

Websterrogers Financial Advisors first reported a position in FNDF in Q2 2021 and held it in 3 quarters. The position peaked at $2.12M in Q4 2021. 374 funds tracked by Wall St. Rank hold FNDF as of Q1 2022.

Websterrogers Financial Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 65,200 Schwab Fundamental International Large Company Index ETF shares in Q1 2022, an estimated $2.12M.
Websterrogers Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2021 and held it in 3 quarters.
Websterrogers Financial Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $2.12M in Q4 2021.
374 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.