AssuredPartners Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

AssuredPartners Investment 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 Q2	$2.78M	Buy	52,656 +32	+0.1%	+$1.68K	0.27%	102
2026 Q1	$2.61M	Sell	52,624 -5,444	-9%	-$267K	0.28%	91
2025 Q4	$2.63M	Buy	58,068 +48,681	+519%	+$2.16M	0.39%	65
2025 Q3	$403K	Sell	9,387 -4,323	-32%	-$180K	0.09%	168
2025 Q2	$549K	Sell	13,710 -47,487	-78%	-$1.79M	0.13%	119
2025 Q1	$2.21M	Buy	61,197 +1,039	+2%	+$36.7K	0.43%	67
2024 Q4	$2M	Buy	+60,158	New	+$2.12M	0.39%	72

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

AssuredPartners Investment Advisors's FNDF Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.06% in Q2 2026, buying an estimated $1.68K and bringing the position to 52,656 shares worth $2.78M. The position accounts for 0.27% of the portfolio, ranked #102.

AssuredPartners Investment Advisors first reported a position in FNDF in Q4 2024 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

AssuredPartners Investment Advisors held 52,656 shares of Schwab Fundamental International Large Company Index ETF worth $2.78M as of Q2 2026.
AssuredPartners Investment Advisors bought 32 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $1.68K.
Schwab Fundamental International Large Company Index ETF made up 0.27% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #102 holding.
AssuredPartners Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.