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

Beacon Investment 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
2026 Q2	$186K	Hold	3,524	–	–	0.01%	258
2026 Q1	$172K	Buy	+3,524	New	+$173K	0.01%	265

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

Beacon Investment Advisory Services's FNDF Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q2 2026 at 3,524 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #258.

Beacon Investment Advisory Services first reported a position in FNDF in Q1 2026 and has held it in 2 quarters since. 868 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Beacon Investment Advisory Services held 3,524 shares of Schwab Fundamental International Large Company Index ETF worth $186K as of Q2 2026.
Beacon Investment Advisory Services left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #258 holding.
Beacon Investment Advisory Services first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
868 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.