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Evergreen Wealth Solutions’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Evergreen Wealth Solutions’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
Q1 		$212K Buy
+4,338
New +$213K 0.02% 390

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RFC
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evergreen Wealth Solutions's FNDF Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2026: 4,338 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings.

815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Evergreen Wealth Solutions held 4,338 shares of Schwab Fundamental International Large Company Index ETF worth $212K as of Q1 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Evergreen Wealth Solutions position in Q1 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #390 holding.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.