Elevation Wealth Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Elevation Wealth Partners’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 Q3	$1.55M	Sell	28,796 -688	-2%	-$37.5K	0.44%	41
2026 Q2	$1.56M	Sell	29,484 -1,961	-6%	-$103K	0.47%	40
2026 Q1	$1.54M	Sell	31,445 -1,281	-4%	-$62.8K	0.55%	36
2025 Q4	$1.48M	Sell	32,726 -1,530	-4%	-$67.8K	0.52%	36
2025 Q3	$1.47M	Sell	34,256 -552	-2%	-$23K	0.53%	37
2025 Q2	$1.39M	Sell	34,808 -30	-0.1%	-$1.13K	0.55%	37
2025 Q1	$1.26M	Sell	34,838 -2,648	-7%	-$93.5K	0.54%	36
2024 Q4	$1.24M	Buy	37,486 +681	+2%	+$24K	0.53%	38
2024 Q3	$1.38M	Buy	36,805 +204	+0.6%	+$7.34K	0.59%	34
2024 Q2	$1.28M	Sell	36,601 -943	-3%	-$33.4K	0.61%	33
2024 Q1	$1.34M	Buy	37,544 +146	+0.4%	+$4.96K	0.67%	30
2023 Q4	$1.18M	Hold	37,398	–	–	0.71%	29
2023 Q3	$1.18M	Sell	37,398 -363	-1%	-$11.8K	1.02%	20
2023 Q2	$1.22M	Sell	37,761 -298	-0.8%	-$9.5K	1.03%	20
2023 Q1	$1.19M	Buy	+38,059	New	+$1.18M	1.09%	19

Other funds holding FNDF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Elevation Wealth Partners's FNDF Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.3% in Q3 2026, selling an estimated $37.5K and leaving 28,796 shares worth $1.55M. The position accounts for 0.44% of the portfolio, ranked #41.

Elevation Wealth Partners first reported a position in FNDF in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.56M in Q2 2026. 335 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Elevation Wealth Partners held 28,796 shares of Schwab Fundamental International Large Company Index ETF worth $1.55M as of Q3 2026.
Elevation Wealth Partners sold 688 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $37.5K.
Schwab Fundamental International Large Company Index ETF made up 0.44% of Elevation Wealth Partners's portfolio in Q3 2026, its #41 holding.
Elevation Wealth Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Schwab Fundamental International Large Company Index ETF position peaked at $1.56M in Q2 2026.
335 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.