BWS
FNDF icon

BFI Wealth Solutions’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

BFI Wealth Solutions’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 		$4.35M Sell
82,356
-1,595
-2% -$83.8K 3.22% 7
2026
Q1 		$4.17M Buy
83,951
+3,106
+4% +$152K 4% 6
2025
Q4 		$3.66M Buy
+80,845
New +$3.58M 3.48% 6

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

BFI Wealth Solutions's FNDF Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 1.9% in Q2 2026, selling an estimated $83.8K and leaving 82,356 shares worth $4.35M. The position accounts for 3.22% of the portfolio, ranked #7.

BFI Wealth Solutions first reported a position in FNDF in Q4 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • BFI Wealth Solutions held 82,356 shares of Schwab Fundamental International Large Company Index ETF worth $4.35M as of Q2 2026.
  • BFI Wealth Solutions sold 1,595 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $83.8K.
  • Schwab Fundamental International Large Company Index ETF made up 3.22% of BFI Wealth Solutions's portfolio in Q2 2026, its #7 holding.
  • BFI Wealth Solutions first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 870 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.