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

Everhart 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 		$1.01M Sell
19,139
-509
-3% -$26.7K 0.06% 169
2026
Q1 		$961K Buy
19,648
+539
+3% +$26.4K 0.08% 181
2025
Q4 		$864K Buy
19,109
+3,063
+19% +$136K 0.08% 177
2025
Q3 		$689K Sell
16,046
-1,361
-8% -$56.6K 0.07% 206
2025
Q2 		$697K Buy
17,407
+5,229
+43% +$197K 0.08% 184
2025
Q1 		$440K Buy
12,178
+103
+0.9% +$3.64K 0.06% 228
2024
Q4 		$401K Hold
12,075
– – 0.08% 220
2024
Q3 		$451K Buy
12,075
+866
+8% +$31.2K 0.1% 205
2024
Q2 		$393K Hold
11,209
– – 0.1% 194
2024
Q1 		$399K Hold
11,209
– – 0.12% 179
2023
Q4 		$378K Hold
11,209
– – 0.13% 143
2023
Q3 		$355K Hold
11,209
– – 0.15% 133
2023
Q2 		$362K Hold
11,209
– – 0.15% 131
2023
Q1 		$351K Hold
11,209
– – 0.16% 119
2022
Q4 		$326K Sell
11,209
-3,910
-26% -$110K 0.16% 112
2022
Q3 		$380K Hold
15,119
– – 0.21% 97
2022
Q2 		$428K Buy
15,119
+3,418
+29% +$105K 0.26% 87
2022
Q1 		$377K Hold
11,701
– – 0.22% 89
2021
Q4 		$380K Sell
11,701
-626
-5% -$20.7K 0.23% 81
2021
Q3 		$405K Buy
12,327
+548
+5% +$18.2K 0.28% 67
2021
Q2 		$392K Sell
11,779
-3,335
-22% -$112K 0.27% 65
2021
Q1 		$486K Sell
15,114
-526
-3% -$16.4K 0.43% 47
2020
Q4 		$458K Buy
+15,640
New +$424K 0.42% 44

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

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

Everhart Financial Group reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.6% in Q2 2026, selling an estimated $26.7K and leaving 19,139 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #169.

Everhart Financial Group first reported a position in FNDF in Q4 2020 and has held it in 23 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Everhart Financial Group held 19,139 shares of Schwab Fundamental International Large Company Index ETF worth $1.01M as of Q2 2026.
  • Everhart Financial Group sold 509 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $26.7K.
  • Schwab Fundamental International Large Company Index ETF made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #169 holding.
  • Everhart Financial Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2020 and has held it in 23 quarters since.
  • 874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.