BFG
FNDF icon

Beto Financial Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Beto Financial Group’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 		$1.93M Sell
36,895
-1,069
-3% -$56.2K 1.02% 24
2026
Q1 		$1.99M Buy
37,964
+19,283
+103% +$945K 1.16% 24
2025
Q4 		$911K Buy
+18,681
New +$827K 0.61% 36

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $16.8B AUM 26.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Beto Financial Group's FNDF Position: Q2 2026 in Review

Beto Financial Group reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.8% in Q2 2026, selling an estimated $56.2K and leaving 36,895 shares worth $1.93M. The position accounts for 1.02% of the portfolio, ranked #24.

Beto Financial Group first reported a position in FNDF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99M in Q1 2026. 868 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Beto Financial Group held 36,895 shares of Schwab Fundamental International Large Company Index ETF worth $1.93M as of Q2 2026.
  • Beto Financial Group sold 1,069 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $56.2K.
  • Schwab Fundamental International Large Company Index ETF made up 1.02% of Beto Financial Group's portfolio in Q2 2026, its #24 holding.
  • Beto Financial Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Beto Financial Group's Schwab Fundamental International Large Company Index ETF position peaked at $1.99M in Q1 2026.
  • 868 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.