Avantax Advisory Services’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Avantax Advisory Services’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	$2.57M	Buy	64,225 +3,079	+5%	+$116K	0.01%	684
2025 Q1	$2.21M	Buy	61,146 +1,751	+3%	+$61.8K	0.01%	695
2024 Q4	$1.97M	Sell	59,395 -50	-0.1%	-$1.77K	0.01%	715
2024 Q3	$2.22M	Buy	59,445 +5,615	+10%	+$202K	0.01%	652
2024 Q2	$1.89M	Sell	53,830 -3,336	-6%	-$118K	0.01%	687
2024 Q1	$2.04M	Buy	57,166 +11,283	+25%	+$383K	0.02%	534
2023 Q4	$1.55M	Sell	45,883 -57,485	-56%	-$1.84M	0.02%	582
2023 Q3	$3.27M	Buy	103,368 +11,126	+12%	+$361K	0.04%	339
2023 Q2	$2.98M	Sell	92,242 -5,637	-6%	-$180K	0.03%	357
2023 Q1	$3.06M	Sell	97,879 -104	-0.1%	-$3.22K	0.04%	344
2022 Q4	$2.85M	Buy	97,983 +54,909	+127%	+$1.54M	0.04%	341
2022 Q3	$1.08M	Buy	43,074 +19,170	+80%	+$536K	0.02%	539
2022 Q2	$677K	Buy	23,904 +9,860	+70%	+$302K	0.01%	663
2022 Q1	$454K	Buy	+14,044	New	+$458K	0.01%	821
2021 Q3	–	Sell	-10,271	Closed	-$343K	–	1200
2021 Q2	$343K	Buy	10,271 +641	+7%	+$21.5K	0.01%	852
2021 Q1	$308K	Buy	+9,630	New	+$301K	0.01%	796
2020 Q4	–	Sell	-64,148	Closed	-$1.58M	–	1077
2020 Q3	$1.58M	Buy	+64,148	New	+$1.6M	0.03%	405

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Avantax Advisory Services's FNDF Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 5% in Q2 2025, buying an estimated $116K and bringing the position to 64,225 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #684.

Avantax Advisory Services first reported a position in FNDF in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.27M in Q3 2023. 661 funds tracked by Wall St. Rank hold FNDF as of Q2 2025.

Avantax Advisory Services held 64,225 shares of Schwab Fundamental International Large Company Index ETF worth $2.57M as of Q2 2025.
Avantax Advisory Services bought 3,079 Schwab Fundamental International Large Company Index ETF shares in Q2 2025, an estimated $116K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #684 holding.
Avantax Advisory Services first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2020 and has held it in 17 quarters since.
Avantax Advisory Services's Schwab Fundamental International Large Company Index ETF position peaked at $3.27M in Q3 2023.
661 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.