Boulay Financial Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Boulay Financial 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 Q2	$140M	Sell	2,647,681 -77,518	-3%	-$4.07M	12.93%	4
2026 Q1	$133M	Buy	2,725,199 +263,894	+11%	+$12.9M	15.3%	4
2025 Q4	$111M	Buy	+2,461,305	New	+$109M	13.08%	4

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

Boulay Financial Advisors's FNDF Position: Q2 2026 in Review

Boulay Financial Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.8% in Q2 2026, selling an estimated $4.07M and leaving 2,647,681 shares worth $140M. The position accounts for 12.93% of the portfolio, ranked #4.

Boulay Financial Advisors first reported a position in FNDF in Q4 2025 and has held it in 3 quarters since. 872 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Boulay Financial Advisors held 2,647,681 shares of Schwab Fundamental International Large Company Index ETF worth $140M as of Q2 2026.
Boulay Financial Advisors sold 77,518 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $4.07M.
Schwab Fundamental International Large Company Index ETF made up 12.93% of Boulay Financial Advisors's portfolio in Q2 2026, its #4 holding.
Boulay Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
872 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Boulay Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.