Atlantic Edge Private Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Atlantic Edge Private 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	$66.3K	Buy	1,257 +487	+63%	+$25.6K	0.01%	230
2026 Q1	$37.7K	Buy	770 +414	+116%	+$20.3K	0.01%	263
2025 Q4	$16.1K	Hold	356	–	–	﹤0.01%	333
2025 Q3	$15.3K	Hold	356	–	–	﹤0.01%	332
2025 Q2	$14.2K	Sell	356 -1	-0.3%	-$38	﹤0.01%	333
2025 Q1	$12.9K	Hold	357	–	–	﹤0.01%	330
2024 Q4	$11.9K	Hold	357	–	–	﹤0.01%	318
2024 Q3	$13.3K	Hold	357	–	–	﹤0.01%	308
2024 Q2	$12.5K	Buy	357 +1	+0.3%	+$35	﹤0.01%	297
2024 Q1	$12.7K	Hold	356	–	–	﹤0.01%	294
2023 Q4	$12K	Buy	+356	New	+$11.4K	﹤0.01%	282

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

Atlantic Edge Private Wealth Management's FNDF Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 63% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,257 shares worth $66.3K. The position accounts for 0.01% of the portfolio, ranked #230.

Atlantic Edge Private Wealth Management first reported a position in FNDF in Q4 2023 and has held it in 11 quarters since. 875 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,257 shares of Schwab Fundamental International Large Company Index ETF worth $66.3K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 487 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $25.6K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #230 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
875 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.