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

WFG 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
2017
Q2 		$28K Hold
1,000
– – 0.01% 862
2017
Q1 		$27K Hold
1,000
– – 0.01% 816
2016
Q4 		$25K Hold
1,000
– – 0.01% 879
2016
Q3 		$25K Buy
+1,000
New +$24.6K 0.01% 888

Other funds holding FNDF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

WFG Advisors's FNDF Position: Q2 2017 in Review

WFG Advisors held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q2 2017 at 1,000 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #862.

WFG Advisors first reported a position in FNDF in Q3 2016 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold FNDF as of Q2 2017.

  • WFG Advisors held 1,000 shares of Schwab Fundamental International Large Company Index ETF worth $28K as of Q2 2017.
  • WFG Advisors left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q2 2017.
  • Schwab Fundamental International Large Company Index ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #862 holding.
  • WFG Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2016 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.