GWSA
FNDF icon

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 – 218
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

TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return