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

Wipfli 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 Q3	$832K	Buy	33,079 +14,397	+77%	+$403K	0.06%	143
2022 Q2	$529K	Buy	18,682 +173	+0.9%	+$5.3K	0.06%	52
2022 Q1	$597K	Buy	+18,509	New	+$604K	0.06%	56

Other funds holding FNDF

CSIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wipfli Financial Advisors's FNDF Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 77% in Q3 2022, buying an estimated $403K and bringing the position to 33,079 shares worth $832K. The position accounts for 0.06% of the portfolio, ranked #143.

Wipfli Financial Advisors first reported a position in FNDF in Q1 2022 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold FNDF as of Q3 2022.

Wipfli Financial Advisors held 33,079 shares of Schwab Fundamental International Large Company Index ETF worth $832K as of Q3 2022.
Wipfli Financial Advisors bought 14,397 Schwab Fundamental International Large Company Index ETF shares in Q3 2022, an estimated $403K.
Schwab Fundamental International Large Company Index ETF made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #143 holding.
Wipfli Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2022 and has held it in 3 quarters since.
361 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.