Golden State Equity Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Golden State Equity Partners’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	-337	Closed	-$16.5K	–	839
2026 Q1	$16.5K	Buy	+337	New	+$16.5K	﹤0.01%	1149
2024 Q4	–	Sell	-33	Closed	-$1.23K	–	602
2024 Q3	$1.23K	Buy	+33	New	+$1.19K	﹤0.01%	846

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

Golden State Equity Partners's FNDF Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026, closing a stake of 337 shares — an estimated $16.5K sold.

Golden State Equity Partners first reported a position in FNDF in Q3 2024 and held it in 2 quarters. The position peaked at $16.5K in Q1 2026. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Golden State Equity Partners reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 337 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $16.5K.
Golden State Equity Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2024 and held it in 2 quarters.
Golden State Equity Partners's Schwab Fundamental International Large Company Index ETF position peaked at $16.5K in Q1 2026.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.