Clune & Associates’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Clune & Associates’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	–	Sell	-7,747	Closed	-$350K	–	166
2025 Q4	$350K	Buy	7,747 +204	+3%	+$9.03K	0.08%	126
2025 Q3	$324K	Sell	7,543 -97	-1%	-$4.03K	0.08%	118
2025 Q2	$306K	Sell	7,640 -145	-2%	-$5.47K	0.08%	120
2025 Q1	$281K	Buy	7,785 +2	+0%	+$71	0.09%	117
2024 Q4	$258K	Buy	+7,783	New	+$275K	0.09%	121

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AOI

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

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

Clune & Associates's FNDF Position: Q1 2026 in Review

Clune & Associates sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2026, closing a stake of 7,747 shares — an estimated $350K sold.

Clune & Associates first reported a position in FNDF in Q4 2024 and held it in 5 quarters. The position peaked at $350K in Q4 2025. 825 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Clune & Associates reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2026 after selling out during the quarter.
Clune & Associates sold 7,747 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $350K.
Clune & Associates first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and held it in 5 quarters.
Clune & Associates's Schwab Fundamental International Large Company Index ETF position peaked at $350K in Q4 2025.
825 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.