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

Essential 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	$4.88M	Buy	90,709 +5,877	+7%	+$320K	2.22%	3
2026 Q2	$4.48M	Buy	84,832 +9,253	+12%	+$486K	2.06%	4
2026 Q1	$3.7M	Buy	75,579 +14,155	+23%	+$693K	1.24%	4
2025 Q4	$2.78M	Buy	61,424 +3,443	+6%	+$152K	0.86%	15
2025 Q3	$2.49M	Buy	57,981 +4,094	+8%	+$170K	0.82%	13
2025 Q2	$2.16M	Buy	+53,887	New	+$2.03M	0.86%	12

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

SWA

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 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

BIA

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Essential Partners's FNDF Position: Q3 2026 in Review

Essential Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 6.9% in Q3 2026, buying an estimated $320K and bringing the position to 90,709 shares worth $4.88M. The position accounts for 2.22% of the portfolio, ranked #3.

Essential Partners first reported a position in FNDF in Q2 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Essential Partners held 90,709 shares of Schwab Fundamental International Large Company Index ETF worth $4.88M as of Q3 2026.
Essential Partners bought 5,877 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $320K.
Schwab Fundamental International Large Company Index ETF made up 2.22% of Essential Partners's portfolio in Q3 2026, its #3 holding.
Essential Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 6 quarters since.
168 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.