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Carl Stuart Investment Advisor’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-11,855
Closed -$580K – 24
2026
Q1 		$580K Buy
+11,855
New +$581K 0.25% 15

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

Carl Stuart Investment Advisor's FNDF Position: Q2 2026 in Review

Carl Stuart Investment Advisor sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026, closing a stake of 11,855 shares — an estimated $580K sold.

Carl Stuart Investment Advisor first reported a position in FNDF in Q1 2026 and held it in 1 quarter. The position peaked at $580K in Q1 2026. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Carl Stuart Investment Advisor reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 11,855 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $580K.
  • Carl Stuart Investment Advisor first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Schwab Fundamental International Large Company Index ETF position peaked at $580K in Q1 2026.
  • 874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.