CSIA
FNDF icon

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
Q1 		$580K Buy
+11,855
New +$581K 0.25% 15

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

Carl Stuart Investment Advisor's FNDF Position: Q1 2026 in Review

Carl Stuart Investment Advisor opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2026: 11,855 shares worth $580K. The stake represents 0.25% of the portfolio and ranks #15 among its holdings.

815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Carl Stuart Investment Advisor held 11,855 shares of Schwab Fundamental International Large Company Index ETF worth $580K as of Q1 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Carl Stuart Investment Advisor position in Q1 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.25% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #15 holding.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.