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Essential Investment Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Essential Investment 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
Q2 		$2.08M Buy
39,476
+8,594
+28% +$452K 1.67% 19
2026
Q1 		$1.51M Sell
30,882
-1,653
-5% -$81K 1.4% 21
2025
Q4 		$1.47M Buy
+32,535
New +$1.44M 1.38% 22

Other funds holding FNDF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Essential Investment Partners's FNDF Position: Q2 2026 in Review

Essential Investment Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 28% in Q2 2026, buying an estimated $452K and bringing the position to 39,476 shares worth $2.08M. The position accounts for 1.67% of the portfolio, ranked #19.

Essential Investment Partners first reported a position in FNDF in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Essential Investment Partners held 39,476 shares of Schwab Fundamental International Large Company Index ETF worth $2.08M as of Q2 2026.
  • Essential Investment Partners bought 8,594 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $452K.
  • Schwab Fundamental International Large Company Index ETF made up 1.67% of Essential Investment Partners's portfolio in Q2 2026, its #19 holding.
  • Essential Investment Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.