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

Congress 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
2025 Q2	$20M	Buy	498,693 +193,819	+64%	+$7.31M	0.19%	126
2025 Q1	$11M	Buy	+304,874	New	+$10.8M	0.13%	184
2023 Q4	–	Sell	-10,418	Closed	-$330K	–	630
2023 Q3	$330K	Buy	10,418 +100	+1%	+$3.24K	0.01%	511
2023 Q2	$333K	Hold	10,318	–	–	0.01%	473
2023 Q1	$323K	Hold	10,318	–	–	0.01%	478
2022 Q4	$300K	Buy	10,318 +1,378	+15%	+$38.7K	0.01%	479
2022 Q3	$225K	Hold	8,940	–	–	0.01%	510
2022 Q2	$253K	Sell	8,940 -324	-3%	-$9.92K	0.01%	502
2022 Q1	$298K	Sell	9,264 -216	-2%	-$7.04K	0.01%	517
2021 Q4	$308K	Buy	+9,480	New	+$313K	0.01%	531

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

Congress Wealth Management's FNDF Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 64% in Q2 2025, buying an estimated $7.31M and bringing the position to 498,693 shares worth $20M. The position accounts for 0.19% of the portfolio, ranked #126.

Congress Wealth Management first reported a position in FNDF in Q4 2021 and has held it in 10 quarters since. 663 funds tracked by Wall St. Rank hold FNDF as of Q2 2025.

Congress Wealth Management held 498,693 shares of Schwab Fundamental International Large Company Index ETF worth $20M as of Q2 2025.
Congress Wealth Management bought 193,819 Schwab Fundamental International Large Company Index ETF shares in Q2 2025, an estimated $7.31M.
Schwab Fundamental International Large Company Index ETF made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #126 holding.
Congress Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and has held it in 10 quarters since.
663 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.