Everest Financial Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Everest Financial Group’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	$2.85M	Buy	+54,013	New	+$2.84M	0.39%	51

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

Everest Financial Group's FNDF Position: Q2 2026 in Review

Everest Financial Group opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026: 54,013 shares worth $2.85M. The stake represents 0.39% of the portfolio and ranks #51 among its holdings.

865 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Everest Financial Group held 54,013 shares of Schwab Fundamental International Large Company Index ETF worth $2.85M as of Q2 2026.
Schwab Fundamental International Large Company Index ETF was a new Everest Financial Group position in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 0.39% of Everest Financial Group's portfolio in Q2 2026, its #51 holding.
865 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.