AIM
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Anchor Investment Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Anchor Investment Management’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
2026
Q1 		$145K Buy
2,960
+1,000
+51% +$49K 0.01% 428
2025
Q4 		$88.6K Buy
1,960
+1,005
+105% +$44.5K 0.01% 506
2025
Q3 		$41K Hold
955
– – ﹤0.01% 613
2025
Q2 		$38.2K Buy
955
+1
+0.1% +$38 ﹤0.01% 616
2025
Q1 		$34.5K Hold
954
– – ﹤0.01% 620
2024
Q4 		$31.7K Buy
+954
New +$33.7K ﹤0.01% 634

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Anchor Investment Management's FNDF Position: Q1 2026 in Review

Anchor Investment Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 51% in Q1 2026, buying an estimated $49K and bringing the position to 2,960 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #428.

Anchor Investment Management first reported a position in FNDF in Q4 2024 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Anchor Investment Management held 2,960 shares of Schwab Fundamental International Large Company Index ETF worth $145K as of Q1 2026.
  • Anchor Investment Management bought 1,000 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $49K.
  • Schwab Fundamental International Large Company Index ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #428 holding.
  • Anchor Investment Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.