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 Q3	$43.6K	Sell	811 -446	-35%	-$24.3K	0.01%	260
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return

Atlantic Edge Private Wealth Management's FNDF Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 35% in Q3 2026, selling an estimated $24.3K and leaving 811 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #260.

Atlantic Edge Private Wealth Management first reported a position in FNDF in Q4 2023 and has held it in 12 quarters since. The position peaked at $66.3K in Q2 2026. 825 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Atlantic Edge Private Wealth Management held 811 shares of Schwab Fundamental International Large Company Index ETF worth $43.6K as of Q3 2026.
Atlantic Edge Private Wealth Management sold 446 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $24.3K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #260 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 12 quarters since.
Atlantic Edge Private Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $66.3K in Q2 2026.
825 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.