CVA Family Office’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

CVA Family Office’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	$73.2M	Buy	1,388,139 +37,012	+3%	+$1.94M	6.63%	1
2026 Q1	$66.1M	Buy	1,351,127 +156,081	+13%	+$7.65M	6.96%	1
2025 Q4	$54M	Buy	1,195,046 +152,829	+15%	+$6.77M	6.21%	2
2025 Q3	$44.8M	Buy	1,042,217 +68,663	+7%	+$2.86M	5.76%	2
2025 Q2	$39M	Buy	973,554 +84,983	+10%	+$3.21M	5.48%	2
2025 Q1	$32.1M	Buy	888,571 +115,361	+15%	+$4.07M	4.92%	2
2024 Q4	$25.7M	Buy	773,210 +7,351	+1%	+$260K	4.07%	2
2024 Q3	$28.6M	Sell	765,859 -21,184	-3%	-$763K	4.65%	2
2024 Q2	$27.6M	Sell	787,043 -5,925	-0.7%	-$210K	4.96%	2
2024 Q1	$28.2M	Buy	792,968 +16,295	+2%	+$553K	5.05%	2
2023 Q4	$26.2M	Sell	776,673 -3,289	-0.4%	-$105K	5.11%	2
2023 Q3	$24.7M	Buy	779,962 +4,368	+0.6%	+$142K	5.64%	2
2023 Q2	$25M	Buy	775,594 +47,130	+6%	+$1.51M	5.25%	2
2023 Q1	$22.8M	Buy	728,464 +112,409	+18%	+$3.48M	5.09%	2
2022 Q4	$17.9M	Buy	616,055 +64,015	+12%	+$1.8M	4.34%	2
2022 Q3	$13.9M	Buy	552,040 +356,285	+182%	+$9.96M	3.77%	2
2022 Q2	$5.54M	Sell	195,755 -165,522	-46%	-$5.07M	1.51%	17
2022 Q1	$11.6M	Buy	361,277 +40,885	+13%	+$1.33M	2.79%	6
2021 Q4	$10.4M	Buy	320,392 +317,432	+10,724%	+$10.5M	2.59%	9
2021 Q3	$73K	Sell	2,960 -265,083	-99%	-$8.79M	0.05%	142
2021 Q2	$8.92M	Buy	268,043 +150,485	+128%	+$5.06M	2.54%	8
2021 Q1	$3.77M	Buy	117,558 +114,590	+3,861%	+$3.58M	1.43%	16
2020 Q4	$87K	Buy	2,968 +8	+0.3%	+$217	0.05%	141
2020 Q3	$73K	Hold	2,960	–	–	0.05%	142
2020 Q2	$70K	Sell	2,960 -16,275	-85%	-$367K	0.06%	137
2020 Q1	$405K	Sell	19,235 -8,975	-32%	-$232K	0.41%	50
2019 Q4	$816K	Buy	+28,210	New	+$804K	0.75%	33

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

CVA Family Office's FNDF Position: Q2 2026 in Review

CVA Family Office increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.7% in Q2 2026, buying an estimated $1.94M and bringing the position to 1,388,139 shares worth $73.2M. The position accounts for 6.63% of the portfolio, ranked #1.

CVA Family Office first reported a position in FNDF in Q4 2019 and has held it in 27 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

CVA Family Office held 1,388,139 shares of Schwab Fundamental International Large Company Index ETF worth $73.2M as of Q2 2026.
CVA Family Office bought 37,012 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $1.94M.
Schwab Fundamental International Large Company Index ETF made up 6.63% of CVA Family Office's portfolio in Q2 2026, its #1 holding.
CVA Family Office first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2019 and has held it in 27 quarters since.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.