Birchwood Financial Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Birchwood Financial Partners’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	$5.66M	Buy	107,344 +5,334	+5%	+$280K	4.63%	3
2026 Q1	$4.99M	Buy	102,010 +2,121	+2%	+$104K	4.81%	2
2025 Q4	$4.52M	Buy	+99,889	New	+$4.42M	4.48%	3

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

Birchwood Financial Partners's FNDF Position: Q2 2026 in Review

Birchwood Financial Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 5.2% in Q2 2026, buying an estimated $280K and bringing the position to 107,344 shares worth $5.66M. The position accounts for 4.63% of the portfolio, ranked #3.

Birchwood Financial Partners first reported a position in FNDF in Q4 2025 and has held it in 3 quarters since. 868 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Birchwood Financial Partners held 107,344 shares of Schwab Fundamental International Large Company Index ETF worth $5.66M as of Q2 2026.
Birchwood Financial Partners bought 5,334 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $280K.
Schwab Fundamental International Large Company Index ETF made up 4.63% of Birchwood Financial Partners's portfolio in Q2 2026, its #3 holding.
Birchwood Financial Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
868 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.