Global Wealth Strategies & Associates’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-276	Closed	-$13.5K	–	214
2026 Q1	$13.5K	Hold	276	–	–	﹤0.01%	288
2025 Q4	$12.5K	Sell	276 -50	-15%	-$2.21K	﹤0.01%	289
2025 Q3	$14K	Buy	326 +58	+22%	+$2.41K	﹤0.01%	251
2025 Q2	$10.7K	Buy	268 +1	+0.4%	+$38	﹤0.01%	217
2025 Q1	$9.64K	Hold	267	–	–	﹤0.01%	264
2024 Q4	$8.86K	Buy	267 +8	+3%	+$282	﹤0.01%	231
2024 Q3	$9.68K	Hold	259	–	–	﹤0.01%	199
2024 Q2	$9.07K	Hold	259	–	–	﹤0.01%	183
2024 Q1	$9.22K	Hold	259	–	–	﹤0.01%	187
2023 Q4	$8.74K	Hold	259	–	–	﹤0.01%	175
2023 Q3	$8.2K	Hold	259	–	–	﹤0.01%	178
2023 Q2	$8.36K	Sell	259 -30	-10%	-$959	﹤0.01%	174
2023 Q1	$9.04K	Buy	289 +30	+12%	+$928	﹤0.01%	172
2022 Q4	$7.53K	Buy	+259	New	+$7.27K	﹤0.01%	179

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

Global Wealth Strategies & Associates's FNDF Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026, closing a stake of 276 shares — an estimated $13.5K sold.

Global Wealth Strategies & Associates first reported a position in FNDF in Q4 2022 and held it in 14 quarters. The position peaked at $14K in Q3 2025. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 276 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $13.5K.
Global Wealth Strategies & Associates first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Schwab Fundamental International Large Company Index ETF position peaked at $14K in Q3 2025.
879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.