Cherry Tree Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.8M Buy
223,333
+1,129
+0.5% +$59.3K 2.22% 11
2026
Q1
$10.9M Sell
222,204
-10,277
-4% -$503K 2.3% 13
2025
Q4
$10.5M Buy
232,481
+2,959
+1% +$131K 2.22% 13
2025
Q3
$9.86M Buy
229,522
+5,357
+2% +$223K 2.16% 14
2025
Q2
$8.97M Sell
224,165
-911
-0.4% -$34.4K 2.09% 14
2025
Q1
$8.13M Buy
225,076
+4,667
+2% +$165K 1.96% 15
2024
Q4
$7.32M Sell
220,409
-1,807
-0.8% -$63.8K 1.81% 16
2024
Q3
$8.3M Buy
222,216
+5,028
+2% +$181K 1.97% 15
2024
Q2
$7.61M Buy
217,188
+3,359
+2% +$119K 1.91% 16
2024
Q1
$7.61M Buy
213,829
+9,307
+5% +$316K 1.92% 16
2023
Q4
$6.9M Buy
204,522
+3,174
+2% +$102K 1.84% 17
2023
Q3
$6.38M Buy
201,348
+7,650
+4% +$248K 1.87% 17
2023
Q2
$6.25M Buy
+193,698
New +$6.19M 1.82% 18

Other funds holding FNDF

Cherry Tree Wealth Management's FNDF Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.51% in Q2 2026, buying an estimated $59.3K and bringing the position to 223,333 shares worth $11.8M. The position accounts for 2.22% of the portfolio, ranked #11.

Cherry Tree Wealth Management first reported a position in FNDF in Q2 2023 and has held it in 13 quarters since. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Cherry Tree Wealth Management held 223,333 shares of Schwab Fundamental International Large Company Index ETF worth $11.8M as of Q2 2026.
  • Cherry Tree Wealth Management bought 1,129 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $59.3K.
  • Schwab Fundamental International Large Company Index ETF made up 2.22% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Cherry Tree Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.