BWM
FNDF icon

Bernard Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Bernard Wealth Management’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 		– Sell
-625
Closed -$22.6K – 346
2025
Q1 		$22.6K Buy
+625
New +$22.1K 0.01% 174

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bernard Wealth Management's FNDF Position: Q2 2025 in Review

Bernard Wealth Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2025, closing a stake of 625 shares — an estimated $22.6K sold.

Bernard Wealth Management first reported a position in FNDF in Q1 2025 and held it in 1 quarter. The position peaked at $22.6K in Q1 2025. 661 funds tracked by Wall St. Rank hold FNDF as of Q2 2025.

  • Bernard Wealth Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 625 Schwab Fundamental International Large Company Index ETF shares in Q2 2025, an estimated $22.6K.
  • Bernard Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $22.6K in Q1 2025.
  • 661 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.