West Coast Financial’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

West Coast Financial’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
2018 Q4	–	Sell	-7,044	Closed	-$211K	–	115
2018 Q3	$211K	Buy	+7,044	New	+$209K	0.05%	130
2017 Q4	–	Sell	-7,243	Closed	-$216K	–	116
2017 Q3	$216K	Buy	+7,243	New	+$210K	0.06%	133
2017 Q1	–	Sell	-9,261	Closed	-$232K	–	123
2016 Q4	$232K	Sell	9,261 -33,645	-78%	-$844K	0.07%	121
2016 Q3	$1.08M	Sell	42,906 -27,221	-39%	-$670K	0.35%	69
2016 Q2	$1.67M	Buy	+70,127	New	+$1.68M	0.6%	49

Other funds holding FNDF

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return