Aprio Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Aprio Wealth 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 Q2	$11.8M	Buy	222,963 +73,315	+49%	+$3.85M	0.58%	43
2026 Q1	$7.32M	Buy	149,648 +63,059	+73%	+$3.09M	0.4%	54
2025 Q4	$5.39M	Buy	86,589 +23,776	+38%	+$1.05M	0.31%	70
2025 Q3	$2.7M	Buy	+62,813	New	+$2.61M	0.27%	64

Other funds holding FNDF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Aprio Wealth Management's FNDF Position: Q2 2026 in Review

Aprio Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 49% in Q2 2026, buying an estimated $3.85M and bringing the position to 222,963 shares worth $11.8M. The position accounts for 0.58% of the portfolio, ranked #43.

Aprio Wealth Management first reported a position in FNDF in Q3 2025 and has held it in 4 quarters since. 877 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Aprio Wealth Management held 222,963 shares of Schwab Fundamental International Large Company Index ETF worth $11.8M as of Q2 2026.
Aprio Wealth Management bought 73,315 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $3.85M.
Schwab Fundamental International Large Company Index ETF made up 0.58% of Aprio Wealth Management's portfolio in Q2 2026, its #43 holding.
Aprio Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
877 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.