Avantax Planning Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Avantax Planning Partners’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	$223K	Buy	+4,235	New	+$223K	0.01%	424
2018 Q4	–	Sell	-2,531	Closed	-$76K	–	603
2018 Q3	$76K	Buy	+2,531	New	+$75.2K	0.01%	394
2018 Q2	–	Sell	-2,531	Closed	-$76K	–	662
2018 Q1	$76K	Buy	+2,531	New	+$77.7K	0.01%	450

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

Avantax Planning Partners's FNDF Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026: 4,235 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in FNDF as recently as Q3 2018.

Avantax Planning Partners first reported a position in FNDF in Q1 2018 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Avantax Planning Partners held 4,235 shares of Schwab Fundamental International Large Company Index ETF worth $223K as of Q2 2026.
Schwab Fundamental International Large Company Index ETF was a new Avantax Planning Partners position in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #424 holding.
Avantax Planning Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2018 and has held it in 3 quarters since.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.