HWA
FNDF icon

HHM Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

HHM Wealth 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
Q2 		$20.1M Buy
381,584
+39,318
+11% +$2.07M 2.02% 9
2026
Q1 		$16.7M Buy
342,266
+20,140
+6% +$987K 1.93% 10
2025
Q4 		$14.6M Sell
322,126
-1,743
-0.5% -$77.2K 1.71% 13
2025
Q3 		$13.9M Buy
323,869
+13,985
+5% +$582K 1.61% 13
2025
Q2 		$12.4M Buy
309,884
+5,701
+2% +$215K 1.47% 13
2025
Q1 		$11M Buy
304,183
+15,456
+5% +$546K 1.48% 13
2024
Q4 		$9.59M Buy
288,727
+8,907
+3% +$315K 1.3% 15
2024
Q3 		$10.5M Buy
279,820
+11,835
+4% +$426K 1.48% 14
2024
Q2 		$9.39M Buy
267,985
+14,130
+6% +$501K 1.41% 14
2024
Q1 		$9.04M Buy
253,855
+19,902
+9% +$676K 1.49% 12
2023
Q4 		$7.89M Buy
233,953
+19,159
+9% +$614K 1.37% 12
2023
Q3 		$6.8M Buy
214,794
+10,314
+5% +$335K 1.33% 12
2023
Q2 		$6.6M Buy
204,480
+15,694
+8% +$502K 1.24% 12
2023
Q1 		$5.9M Buy
188,786
+15,436
+9% +$478K 1.21% 12
2022
Q4 		$5.04M Buy
173,350
+15,076
+10% +$423K 1.15% 13
2022
Q3 		$3.98M Buy
158,274
+27,112
+21% +$758K 1.05% 13
2022
Q2 		$3.71M Buy
131,162
+2,878
+2% +$88.2K 0.95% 15
2022
Q1 		$4.14M Buy
128,284
+4,121
+3% +$134K 0.97% 15
2021
Q4 		$4.04M Buy
124,163
+19,770
+19% +$652K 0.97% 14
2021
Q3 		$3.43M Buy
104,393
+13,257
+15% +$439K 0.93% 15
2021
Q2 		$3.03M Buy
91,136
+5,309
+6% +$178K 0.82% 16
2021
Q1 		$2.75M Buy
85,827
+117
+0.1% +$3.66K 0.85% 17
2020
Q4 		$2.51M Sell
85,710
-542
-0.6% -$14.7K 0.86% 15
2020
Q3 		$2.12M Sell
86,252
-7,504
-8% -$187K 0.85% 16
2020
Q2 		$2.23M Sell
93,756
-36,586
-28% -$826K 0.93% 15
2020
Q1 		$2.74M Sell
130,342
-5,434
-4% -$141K 1.34% 13
2019
Q4 		$3.93M Sell
135,776
-2,382
-2% -$67.9K 1.89% 13
2019
Q3 		$3.81M Sell
138,158
-3,335
-2% -$90.4K 2.17% 10
2019
Q2 		$3.94M Buy
141,493
+5,108
+4% +$141K 2.32% 10
2019
Q1 		$3.76M Buy
136,385
+3,592
+3% +$97.1K 2.41% 10
2018
Q4 		$3.35M Buy
+132,793
New +$3.64M 2.45% 11

Other funds holding FNDF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
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
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

HHM Wealth Advisors's FNDF Position: Q2 2026 in Review

HHM Wealth Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 11% in Q2 2026, buying an estimated $2.07M and bringing the position to 381,584 shares worth $20.1M. The position accounts for 2.02% of the portfolio, ranked #9.

HHM Wealth Advisors first reported a position in FNDF in Q4 2018 and has held it in 31 quarters since. 293 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • HHM Wealth Advisors held 381,584 shares of Schwab Fundamental International Large Company Index ETF worth $20.1M as of Q2 2026.
  • HHM Wealth Advisors bought 39,318 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $2.07M.
  • Schwab Fundamental International Large Company Index ETF made up 2.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • HHM Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2018 and has held it in 31 quarters since.
  • 293 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.