Center for Financial Planning’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Center for Financial Planning’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
2025 Q2	–	Sell	-55	Closed	-$1.99K	–	677
2025 Q1	$1.99K	Buy	+55	New	+$1.94K	﹤0.01%	585
2023 Q3	–	Sell	-9	Closed	-$291	–	538
2023 Q2	$291	Hold	9	–	–	﹤0.01%	550
2023 Q1	$282	Hold	9	–	–	﹤0.01%	515
2022 Q4	$262	Hold	9	–	–	﹤0.01%	521
2022 Q3	$0	Hold	9	–	–	﹤0.01%	655
2022 Q2	$0	Hold	9	–	–	﹤0.01%	546
2022 Q1	$0	Buy	+9	New	+$293	﹤0.01%	554

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Center for Financial Planning's FNDF Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2025, closing a stake of 55 shares — an estimated $1.99K sold.

Center for Financial Planning first reported a position in FNDF in Q1 2022 and held it in 7 quarters. The position peaked at $1.99K in Q1 2025. 664 funds tracked by Wall St. Rank hold FNDF as of Q2 2025.

Center for Financial Planning reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 55 Schwab Fundamental International Large Company Index ETF shares in Q2 2025, an estimated $1.99K.
Center for Financial Planning first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2022 and held it in 7 quarters.
Center for Financial Planning's Schwab Fundamental International Large Company Index ETF position peaked at $1.99K in Q1 2025.
664 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.