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Financial Advocates Investment Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-12,346
Closed -$361K – 246
2025
Q2 		$361K Buy
+12,346
New +$466K 0.03% 452
2023
Q1 		– Sell
-52,407
Closed -$1.52M – 771
2022
Q4 		$1.52M Buy
+52,407
New +$1.47M 0.11% 209
2022
Q3 		– Sell
-9,241
Closed -$261K – 775
2022
Q2 		$261K Sell
9,241
-3,124
-25% -$95.7K 0.02% 546
2022
Q1 		$398K Buy
12,365
+1,773
+17% +$57.8K 0.03% 503
2021
Q4 		$346K Sell
10,592
-1,708
-14% -$56.4K 0.02% 594
2021
Q3 		$404K Sell
12,300
-107
-0.9% -$3.55K 0.03% 525
2021
Q2 		$413K Buy
12,407
+682
+6% +$22.9K 0.03% 524
2021
Q1 		$376K Sell
11,725
-461
-4% -$14.4K 0.03% 545
2020
Q4 		$357K Sell
12,186
-11,741
-49% -$318K 0.02% 521
2020
Q3 		$588K Sell
23,927
-7,031
-23% -$175K 0.05% 343
2020
Q2 		$735K Sell
30,958
-11
-0% -$248 0.07% 291
2020
Q1 		$651K Buy
30,969
+5,613
+22% +$145K 0.09% 235
2019
Q4 		$733K Buy
25,356
+1,116
+5% +$31.8K 0.08% 250
2019
Q3 		$669K Buy
24,240
+3,119
+15% +$84.6K 0.08% 242
2019
Q2 		$589K Buy
+21,121
New +$584K 0.07% 258

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.37T AUM 24.88% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Financial Advocates Investment Management's FNDF Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2025, closing a stake of 12,346 shares — an estimated $361K sold.

Financial Advocates Investment Management first reported a position in FNDF in Q2 2019 and held it in 15 quarters. The position peaked at $1.52M in Q4 2022. 689 funds tracked by Wall St. Rank hold FNDF as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,346 Schwab Fundamental International Large Company Index ETF shares in Q3 2025, an estimated $361K.
  • Financial Advocates Investment Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2019 and held it in 15 quarters.
  • Financial Advocates Investment Management's Schwab Fundamental International Large Company Index ETF position peaked at $1.52M in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.