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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$710K Buy
13,455
+1,000
+8% +$52.5K 0.01% 216
2026
Q1 		$609K Buy
12,455
+1,659
+15% +$81.3K 0.01% 198
2025
Q4 		$488K Sell
10,796
-1,854
-15% -$82.1K 0.01% 193
2025
Q3 		$543K Sell
12,650
-2,200
-15% -$91.5K 0.01% 181
2025
Q2 		$594K Sell
14,850
-68
-0.5% -$2.56K 0.01% 177
2025
Q1 		$539K Sell
14,918
-3,387
-19% -$120K 0.01% 173
2024
Q4 		$608K Buy
18,305
+989
+6% +$34.9K 0.01% 165
2024
Q3 		$647K Buy
17,316
+1,874
+12% +$67.5K 0.01% 156
2024
Q2 		$541K Hold
15,442
– – 0.01% 160
2024
Q1 		$550K Sell
15,442
-3,728
-19% -$127K 0.01% 161
2023
Q4 		$647K Buy
19,170
+1,790
+10% +$57.4K 0.02% 159
2023
Q3 		$550K Buy
17,380
+106
+0.6% +$3.44K 0.02% 152
2023
Q2 		$558K Sell
17,274
-1,207
-7% -$38.6K 0.02% 151
2023
Q1 		$578K Sell
18,481
-1,123
-6% -$34.7K 0.02% 157
2022
Q4 		$570K Buy
+19,604
New +$550K 0.02% 161
2022
Q3 		– Sell
-15,442
Closed -$437K – 105
2022
Q2 		$437K Sell
15,442
-6,688
-30% -$205K 0.02% 165
2022
Q1 		$713K Buy
22,130
+3
+0% +$98 0.03% 159
2021
Q4 		$719K Sell
22,127
-468
-2% -$15.4K 0.03% 142
2021
Q3 		$742K Buy
22,595
+516
+2% +$17.1K 0.03% 174
2021
Q2 		$735K Sell
22,079
-2,985
-12% -$100K 0.03% 181
2021
Q1 		$805K Buy
25,064
+493
+2% +$15.4K 0.04% 132
2020
Q4 		$719K Sell
24,571
-455
-2% -$12.3K 0.04% 130
2020
Q3 		$615K Sell
25,026
-2,320
-8% -$57.7K 0.03% 133
2020
Q2 		$649K Buy
+27,346
New +$617K 0.04% 128
2019
Q4 		$951K Buy
32,875
+1,659
+5% +$47.3K 0.08% 109
2019
Q3 		$861K Buy
31,216
+17,332
+125% +$470K 0.08% 103
2019
Q2 		$387K Hold
13,884
– – 0.04% 100
2019
Q1 		$383K Sell
13,884
-43,730
-76% -$1.18M 0.04% 99
2018
Q4 		$1.45M Buy
+57,614
New +$1.58M 0.14% 82

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

CLA (CliftonLarsonAllen) Wealth Advisors's FNDF Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 8% in Q2 2026, buying an estimated $52.5K and bringing the position to 13,455 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #216.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in FNDF in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.45M in Q4 2018. 872 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 13,455 shares of Schwab Fundamental International Large Company Index ETF worth $710K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 1,000 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $52.5K.
  • Schwab Fundamental International Large Company Index ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2018 and has held it in 29 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $1.45M in Q4 2018.
  • 872 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.