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

Heirloom 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
Q1 		$2.09M Buy
+42,619
New +$2.09M 0.38% 32

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heirloom Wealth Management's FNDF Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2026: 42,619 shares worth $2.09M. The stake represents 0.38% of the portfolio and ranks #32 among its holdings.

815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Heirloom Wealth Management held 42,619 shares of Schwab Fundamental International Large Company Index ETF worth $2.09M as of Q1 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Heirloom Wealth Management position in Q1 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.38% of Heirloom Wealth Management's portfolio in Q1 2026, its #32 holding.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.