AP
FNDF icon

Appleton Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Appleton Partners’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
Q2 		$823K Buy
15,601
+1,302
+9% +$68.4K 0.05% 164
2026
Q1 		$700K Sell
14,299
-357
-2% -$17.5K 0.05% 167
2025
Q4 		$663K Sell
14,656
-100
-0.7% -$4.43K 0.04% 169
2025
Q3 		$634K Sell
14,756
-80
-0.5% -$3.33K 0.04% 168
2025
Q2 		$594K Buy
14,836
+1,627
+12% +$61.4K 0.04% 169
2025
Q1 		$477K Sell
13,209
-3,669
-22% -$130K 0.04% 179
2024
Q4 		$561K Buy
16,878
+4,129
+32% +$146K 0.04% 167
2024
Q3 		$476K Sell
12,749
-610
-5% -$22K 0.04% 182
2024
Q2 		$468K Sell
13,359
-8,882
-40% -$315K 0.04% 180
2024
Q1 		$792K Buy
22,241
+7,632
+52% +$259K 0.06% 147
2023
Q4 		$493K Sell
14,609
-60
-0.4% -$1.92K 0.04% 191
2023
Q3 		$465K Sell
14,669
-560
-4% -$18.2K 0.04% 191
2023
Q2 		$492K Sell
15,229
-1,660
-10% -$53.1K 0.04% 196
2023
Q1 		$528K Buy
16,889
+253
+2% +$7.83K 0.05% 199
2022
Q4 		$484K Sell
16,636
-2,723
-14% -$76.5K 0.05% 205
2022
Q3 		$487K Buy
19,359
+293
+2% +$8.19K 0.05% 199
2022
Q2 		$540K Sell
19,066
-1,554
-8% -$47.6K 0.05% 193
2022
Q1 		$665K Sell
20,620
-149
-0.7% -$4.86K 0.05% 187
2021
Q4 		$675K Sell
20,769
-169
-0.8% -$5.58K 0.05% 191
2021
Q3 		$687K Buy
20,938
+1,451
+7% +$48.1K 0.06% 183
2021
Q2 		$649K Sell
19,487
-550
-3% -$18.5K 0.06% 181
2021
Q1 		$643K Buy
20,037
+9,978
+99% +$312K 0.06% 177
2020
Q4 		$295K Sell
10,059
-3,928
-28% -$106K 0.03% 232
2020
Q3 		$344K Buy
13,987
+2,166
+18% +$53.9K 0.04% 209
2020
Q2 		$281K Buy
11,821
+1,793
+18% +$40.5K 0.03% 221
2020
Q1 		$211K Sell
10,028
-600
-6% -$15.5K 0.03% 246
2019
Q4 		$307K Hold
10,628
– – 0.03% 239
2019
Q3 		$293K Sell
10,628
-640
-6% -$17.4K 0.04% 239
2019
Q2 		$314K Buy
11,268
+260
+2% +$7.19K 0.04% 228
2019
Q1 		$304K Sell
11,008
-589
-5% -$15.9K 0.04% 220
2018
Q4 		$292K Buy
+11,597
New +$318K 0.04% 216

Other funds holding FNDF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Appleton Partners's FNDF Position: Q2 2026 in Review

Appleton Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 9.1% in Q2 2026, buying an estimated $68.4K and bringing the position to 15,601 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #164.

Appleton Partners first reported a position in FNDF in Q4 2018 and has held it in 31 quarters since. 229 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Appleton Partners held 15,601 shares of Schwab Fundamental International Large Company Index ETF worth $823K as of Q2 2026.
  • Appleton Partners bought 1,302 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $68.4K.
  • Schwab Fundamental International Large Company Index ETF made up 0.05% of Appleton Partners's portfolio in Q2 2026, its #164 holding.
  • Appleton Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2018 and has held it in 31 quarters since.
  • 229 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.