AWE
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Avidian Wealth Enterprises’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Avidian Wealth Enterprises’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 		$1.31M Buy
24,324
+106
+0.4% +$5.77K 0.04% 279
2026
Q2 		$1.28M Buy
24,218
+414
+2% +$21.8K 0.04% 275
2026
Q1 		$1.16M Sell
23,804
-2,361
-9% -$116K 0.04% 272
2025
Q4 		$1.18M Sell
26,165
-522
-2% -$23.1K 0.04% 202
2025
Q3 		$1.15M Sell
26,687
-31,011
-54% -$1.29M 0.04% 202
2025
Q2 		$2.31M Sell
57,698
-8,119
-12% -$306K 0.09% 115
2025
Q1 		$2.38M Buy
65,817
+1,607
+3% +$56.7K 0.11% 110
2024
Q4 		$2.13M Buy
64,210
+2,229
+4% +$78.7K 0.1% 113
2024
Q3 		$2.32M Buy
61,981
+658
+1% +$23.7K 0.11% 103
2024
Q2 		$2.15M Buy
61,323
+4,664
+8% +$165K 0.09% 108
2024
Q1 		$2.02M Buy
56,659
+2,952
+5% +$100K 0.1% 110
2023
Q4 		$1.81M Buy
53,707
+3,700
+7% +$119K 0.11% 114
2023
Q3 		$1.58M Buy
50,007
+5,905
+13% +$192K 0.11% 117
2023
Q2 		$1.42M Buy
44,102
+15,465
+54% +$494K 0.09% 142
2023
Q1 		$895K Buy
+28,637
New +$886K 0.05% 214

Other funds holding FNDF

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Avidian Wealth Enterprises's FNDF Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.44% in Q3 2026, buying an estimated $5.77K and bringing the position to 24,324 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #279.

Avidian Wealth Enterprises first reported a position in FNDF in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.38M in Q1 2025. 43 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

  • Avidian Wealth Enterprises held 24,324 shares of Schwab Fundamental International Large Company Index ETF worth $1.31M as of Q3 2026.
  • Avidian Wealth Enterprises bought 106 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $5.77K.
  • Schwab Fundamental International Large Company Index ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #279 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2023 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Schwab Fundamental International Large Company Index ETF position peaked at $2.38M in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.