HPIA
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Hamilton Point Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Hamilton Point Investment Advisors’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
Q1 		$35.5K Hold
725
– – 0.01% 167
2025
Q4 		$32.8K Hold
725
– – 0.01% 170
2025
Q3 		$31.1K Hold
725
– – ﹤0.01% 144
2025
Q2 		$29K Hold
725
– – ﹤0.01% 144
2025
Q1 		$26.2K Hold
725
– – ﹤0.01% 139
2024
Q4 		$24.1K Hold
725
– – ﹤0.01% 143
2024
Q3 		$27.1K Hold
725
– – ﹤0.01% 147
2024
Q2 		$25.6K Hold
725
– – 0.01% 133
2024
Q1 		$25.8K Hold
725
– – 0.01% 137
2023
Q4 		$24.5K Buy
+725
New +$23.2K ﹤0.01% 140

Other funds holding FNDF

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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 $501B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return