Independent Financial Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Independent Financial Group’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	$1.54M	Buy	29,192 +5,171	+22%	+$272K	0.03%	532
2026 Q1	$1.18M	Buy	24,021 +10,411	+76%	+$510K	0.03%	572
2025 Q4	$615K	Buy	13,610 +2,011	+17%	+$89.1K	0.01%	797
2025 Q3	$498K	Buy	11,599 +3,080	+36%	+$128K	0.01%	859
2025 Q2	$341K	Buy	+8,519	New	+$321K	0.01%	965

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

Independent Financial Group's FNDF Position: Q2 2026 in Review

Independent Financial Group increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 22% in Q2 2026, buying an estimated $272K and bringing the position to 29,192 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #532.

Independent Financial Group first reported a position in FNDF in Q2 2025 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Independent Financial Group held 29,192 shares of Schwab Fundamental International Large Company Index ETF worth $1.54M as of Q2 2026.
Independent Financial Group bought 5,171 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $272K.
Schwab Fundamental International Large Company Index ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #532 holding.
Independent Financial Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
870 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.