AFW
FNDF icon

Avantra Family Wealth’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Avantra Family Wealth’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 		$590K Buy
11,188
+180
+2% +$9.46K 0.38% 87
2026
Q1 		$539K Buy
11,008
+1,244
+13% +$60.9K 0.4% 81
2025
Q4 		$441K Buy
9,764
+682
+8% +$30.2K 0.32% 95
2025
Q3 		$390K Buy
9,082
+2,586
+40% +$108K 0.29% 104
2025
Q2 		$260K Buy
+6,496
New +$245K 0.21% 115

Other funds holding FNDF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Avantra Family Wealth's FNDF Position: Q2 2026 in Review

Avantra Family Wealth increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 1.6% in Q2 2026, buying an estimated $9.46K and bringing the position to 11,188 shares worth $590K. The position accounts for 0.38% of the portfolio, ranked #87.

Avantra Family Wealth first reported a position in FNDF in Q2 2025 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Avantra Family Wealth held 11,188 shares of Schwab Fundamental International Large Company Index ETF worth $590K as of Q2 2026.
  • Avantra Family Wealth bought 180 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $9.46K.
  • Schwab Fundamental International Large Company Index ETF made up 0.38% of Avantra Family Wealth's portfolio in Q2 2026, its #87 holding.
  • Avantra Family Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.