Curtis Advisory Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Curtis Advisory Group’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	$3.02M	Buy	57,335 +5,353	+10%	+$281K	0.59%	38
2026 Q1	$2.54M	Sell	51,982 -1,270	-2%	-$62.2K	0.55%	41
2025 Q4	$2.41M	Buy	53,252 +7,056	+15%	+$312K	0.51%	38
2025 Q3	$1.98M	Buy	46,196 +42	+0.1%	+$1.75K	0.45%	39
2025 Q2	$1.85M	Buy	46,154 +5,579	+14%	+$210K	0.46%	40
2025 Q1	$1.47M	Buy	+40,575	New	+$1.43M	0.43%	43

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

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

Curtis Advisory Group's FNDF Position: Q2 2026 in Review

Curtis Advisory Group increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 10% in Q2 2026, buying an estimated $281K and bringing the position to 57,335 shares worth $3.02M. The position accounts for 0.59% of the portfolio, ranked #38.

Curtis Advisory Group first reported a position in FNDF in Q1 2025 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Curtis Advisory Group held 57,335 shares of Schwab Fundamental International Large Company Index ETF worth $3.02M as of Q2 2026.
Curtis Advisory Group bought 5,353 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $281K.
Schwab Fundamental International Large Company Index ETF made up 0.59% of Curtis Advisory Group's portfolio in Q2 2026, its #38 holding.
Curtis Advisory Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
868 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.