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

Diversify 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	$8.28M	Sell	156,019 -10,569	-6%	-$555K	0.14%	157
2026 Q1	$8.43M	Sell	166,588 -1,581	-0.9%	-$77.4K	0.15%	148
2025 Q4	$7.85M	Buy	168,169 +95,573	+132%	+$4.23M	0.37%	66
2025 Q3	$3.2M	Buy	72,596 +1,499	+2%	+$62.3K	0.18%	145
2025 Q2	$2.98M	Buy	71,097 +3,845	+6%	+$145K	0.18%	147
2025 Q1	$2.52M	Buy	67,252 +4,366	+7%	+$154K	0.19%	149
2024 Q4	$2.07M	Buy	62,886 +8,341	+15%	+$295K	0.16%	152
2024 Q3	$1.95M	Buy	+54,545	New	+$1.96M	0.19%	139

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

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

Diversify Wealth Management reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 6.3% in Q2 2026, selling an estimated $555K and leaving 156,019 shares worth $8.28M. The position accounts for 0.14% of the portfolio, ranked #157.

Diversify Wealth Management first reported a position in FNDF in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.43M in Q1 2026. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Diversify Wealth Management held 156,019 shares of Schwab Fundamental International Large Company Index ETF worth $8.28M as of Q2 2026.
Diversify Wealth Management sold 10,569 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $555K.
Schwab Fundamental International Large Company Index ETF made up 0.14% of Diversify Wealth Management's portfolio in Q2 2026, its #157 holding.
Diversify Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $8.43M in Q1 2026.
879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.