AWS
FNDF icon

Atria Wealth Solutions’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.31M Sell
32,768
-3,133
-9% -$118K 0.03% 545
2025
Q1 		$1.3M Buy
35,901
+13,305
+59% +$470K 0.02% 789
2024
Q4 		$750K Buy
22,596
+739
+3% +$26.1K 0.01% 1042
2024
Q3 		$817K Buy
21,857
+14,911
+215% +$537K 0.01% 998
2024
Q2 		$245K Buy
6,946
+546
+9% +$19.4K ﹤0.01% 1627
2024
Q1 		$228K Sell
6,400
-31
-0.5% -$1.05K ﹤0.01% 1738
2023
Q4 		$217K Buy
6,431
+9
+0.1% +$288 ﹤0.01% 1725
2023
Q3 		$203K Sell
6,422
-3,149
-33% -$102K ﹤0.01% 1693
2023
Q2 		$309K Sell
9,571
-14,113
-60% -$451K ﹤0.01% 1418
2023
Q1 		$741K Sell
23,684
-3,787
-14% -$117K 0.01% 941
2022
Q4 		$799K Buy
27,471
+7,527
+38% +$211K 0.01% 863
2022
Q3 		$502K Sell
19,944
-2,422
-11% -$67.7K 0.01% 1015
2022
Q2 		$633K Buy
22,366
+4,433
+25% +$136K 0.01% 867
2022
Q1 		$578K Buy
+17,933
New +$585K 0.01% 984

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's FNDF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 8.7% in Q2 2025, selling an estimated $118K and leaving 32,768 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #545.

Atria Wealth Solutions first reported a position in FNDF in Q1 2022 and has held it in 14 quarters since. 663 funds tracked by Wall St. Rank hold FNDF as of Q2 2025.

  • Atria Wealth Solutions held 32,768 shares of Schwab Fundamental International Large Company Index ETF worth $1.31M as of Q2 2025.
  • Atria Wealth Solutions sold 3,133 Schwab Fundamental International Large Company Index ETF shares in Q2 2025, an estimated $118K.
  • Schwab Fundamental International Large Company Index ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #545 holding.
  • Atria Wealth Solutions first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2022 and has held it in 14 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.