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BlueSky Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

BlueSky Wealth Advisors’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
Q1 		$13.8M Sell
281,416
-44,508
-14% -$2.18M 1.77% 20
2025
Q4 		$14.7M Sell
325,924
-4,057
-1% -$180K 1.94% 14
2025
Q3 		$14.2M Sell
329,981
-9,213
-3% -$383K 1.91% 15
2025
Q2 		$13.6M Sell
339,194
-9,317
-3% -$351K 1.97% 14
2025
Q1 		$12.6M Buy
348,511
+2,742
+0.8% +$96.8K 1.95% 16
2024
Q4 		$11.5M Buy
345,769
+35,752
+12% +$1.26M 1.8% 17
2024
Q3 		$11.6M Buy
310,017
+7,624
+3% +$274K 1.8% 17
2024
Q2 		$10.6M Buy
+302,393
New +$10.7M 1.78% 17
2024
Q1 		– Sell
-306,691
Closed -$10.3M – 37
2023
Q4 		$10.3M Buy
306,691
+48,402
+19% +$1.55M 1.92% 16
2023
Q3 		$8.18M Sell
258,289
-1,115
-0.4% -$36.2K 1.67% 17
2023
Q2 		$8.38M Sell
259,404
-14,025
-5% -$448K 1.68% 17
2023
Q1 		$8.55M Sell
273,429
-3,140
-1% -$97.1K 1.77% 17
2022
Q4 		$8.04M Buy
276,569
+47,706
+21% +$1.34M 1.78% 17
2022
Q3 		$5.76M Sell
228,863
-8,013
-3% -$224K 1.34% 19
2022
Q2 		$6.71M Buy
236,876
+90,570
+62% +$2.77M 1.49% 18
2022
Q1 		$4.72M Buy
146,306
+128,359
+715% +$4.19M 0.92% 23
2021
Q4 		$583K Buy
+17,947
New +$592K 0.11% 43
2020
Q1 		– Sell
-119,373
Closed -$3.45M – 53
2019
Q4 		$3.45M Buy
119,373
+2,612
+2% +$74.4K 1.13% 22
2019
Q3 		$3.15M Buy
116,761
+37,558
+47% +$1.02M 1.08% 23
2019
Q2 		$2.21M Buy
79,203
+9,785
+14% +$271K 0.79% 28
2019
Q1 		$1.95M Sell
69,418
-185
-0.3% -$5K 0.7% 29
2018
Q4 		$1.84M Buy
69,603
+32,146
+86% +$881K 0.72% 29
2018
Q3 		$1.09M Sell
37,457
-142
-0.4% -$4.22K 0.42% 30
2018
Q2 		$1.11M Buy
37,599
+1,441
+4% +$43.8K 0.42% 30
2018
Q1 		$1.08M Buy
36,158
+1,067
+3% +$32.8K 0.42% 29
2017
Q4 		$1.07M Sell
35,091
-1,361
-4% -$41.2K 0.44% 28
2017
Q3 		$1.09M Buy
36,452
+234
+0.6% +$6.78K 0.47% 28
2017
Q2 		$1.01M Sell
36,218
-687
-2% -$18.9K 0.47% 28
2017
Q1 		$989K Sell
36,905
-4,735
-11% -$124K 0.47% 28
2016
Q4 		$1.04M Buy
+41,640
New +$1.04M 0.51% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlueSky Wealth Advisors's FNDF Position: Q1 2026 in Review

BlueSky Wealth Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 14% in Q1 2026, selling an estimated $2.18M and leaving 281,416 shares worth $13.8M. The position accounts for 1.77% of the portfolio, ranked #20.

BlueSky Wealth Advisors first reported a position in FNDF in Q4 2016 and has held it in 30 quarters since. The position peaked at $14.7M in Q4 2025. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • BlueSky Wealth Advisors held 281,416 shares of Schwab Fundamental International Large Company Index ETF worth $13.8M as of Q1 2026.
  • BlueSky Wealth Advisors sold 44,508 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $2.18M.
  • Schwab Fundamental International Large Company Index ETF made up 1.77% of BlueSky Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • BlueSky Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2016 and has held it in 30 quarters since.
  • BlueSky Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $14.7M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.