Golden State Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Golden State Wealth 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
2026 Q2	$30.2K	Buy	572 +2	+0.4%	+$105	﹤0.01%	859
2026 Q1	$27.9K	Sell	570 -37	-6%	-$1.81K	﹤0.01%	834
2025 Q4	$27.4K	Buy	607 +263	+76%	+$11.6K	﹤0.01%	845
2025 Q3	$14.8K	Buy	344 +13	+4%	+$541	﹤0.01%	996
2025 Q2	$13.3K	Buy	331 +53	+19%	+$2K	﹤0.01%	996
2025 Q1	$10K	Sell	278 -98	-26%	-$3.46K	﹤0.01%	1001
2024 Q4	$12.5K	Buy	+376	New	+$13.3K	﹤0.01%	902
2019 Q4	–	Sell	-18	Closed	–	–	360
2019 Q3	$0	Buy	+18	New	+$488	﹤0.01%	1086
2019 Q2	–	Sell	-86	Closed	-$2K	–	1094
2019 Q1	$2K	Buy	+86	New	+$2.33K	﹤0.01%	1020

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 Wealth Management's FNDF Position: Q2 2026 in Review

Golden State Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.35% in Q2 2026, buying an estimated $105 and bringing the position to 572 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Golden State Wealth Management first reported a position in FNDF in Q1 2019 and has held it in 9 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Golden State Wealth Management held 572 shares of Schwab Fundamental International Large Company Index ETF worth $30.2K as of Q2 2026.
Golden State Wealth Management bought 2 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $105.
Schwab Fundamental International Large Company Index ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #859 holding.
Golden State Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2019 and has held it in 9 quarters since.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.