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

Archvest Wealth 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
2026 Q1	$1.34M	Sell	27,418 -6,430	-19%	-$315K	0.87%	19
2025 Q4	$1.53M	Buy	33,848 +686	+2%	+$30.4K	0.98%	21
2025 Q3	$1.42M	Hold	33,162	–	–	1.26%	21
2025 Q2	$1.33M	Buy	33,162 +121	+0.4%	+$4.56K	1.16%	23
2025 Q1	$1.19M	Buy	33,041 +3,223	+11%	+$114K	0.99%	24
2024 Q4	$990K	Buy	29,818 +519	+2%	+$18.3K	0.72%	28
2024 Q3	$1.09M	Buy	29,299 +28	+0.1%	+$1.01K	0.69%	28
2024 Q2	$1.03M	Buy	29,271 +1,747	+6%	+$62K	0.68%	30
2024 Q1	$974K	Buy	27,524 +478	+2%	+$16.2K	0.69%	20
2023 Q4	$912K	Buy	27,046 +11,640	+76%	+$373K	0.69%	20
2023 Q3	$488K	Hold	15,406	–	–	0.4%	31
2023 Q2	$497K	Buy	15,406 +2,503	+19%	+$80K	0.41%	31
2023 Q1	$403K	Sell	12,903 -4,675	-27%	-$145K	0.36%	31
2022 Q4	$511K	Hold	17,578	–	–	0.51%	27
2022 Q3	$442K	Buy	17,578 +8,924	+103%	+$250K	0.45%	29
2022 Q2	$245K	Hold	8,654	–	–	0.24%	33
2022 Q1	$279K	Buy	8,654 +214	+3%	+$6.98K	0.25%	35
2021 Q4	$274K	Buy	+8,440	New	+$279K	0.24%	40

Other funds holding FNDF

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $15.4B AUM 21.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Archvest Wealth Advisors's FNDF Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 19% in Q1 2026, selling an estimated $315K and leaving 27,418 shares worth $1.34M. The position accounts for 0.87% of the portfolio, ranked #19.

Archvest Wealth Advisors first reported a position in FNDF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q4 2025. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Archvest Wealth Advisors held 27,418 shares of Schwab Fundamental International Large Company Index ETF worth $1.34M as of Q1 2026.
Archvest Wealth Advisors sold 6,430 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $315K.
Schwab Fundamental International Large Company Index ETF made up 0.87% of Archvest Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Archvest Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and has held it in 18 quarters since.
Archvest Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $1.53M in Q4 2025.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.