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

Concentrum Wealth Management’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 		$219K Buy
+4,145
New +$218K 0.05% 118

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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

Concentrum Wealth Management's FNDF Position: Q2 2026 in Review

Concentrum Wealth Management opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026: 4,145 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #118 among its holdings.

870 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Concentrum Wealth Management held 4,145 shares of Schwab Fundamental International Large Company Index ETF worth $219K as of Q2 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Concentrum Wealth Management position in Q2 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.05% of Concentrum Wealth Management's portfolio in Q2 2026, its #118 holding.
  • 870 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.