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Insight Wealth Strategies’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Insight Wealth Strategies’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
Q3 		$20.8M Buy
387,160
+3,505
+0.9% +$191K 2.06% 13
2026
Q2 		$20M Buy
+383,655
New +$20.2M 1.95% 16

Other funds holding FNDF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Insight Wealth Strategies's FNDF Position: Q3 2026 in Review

Insight Wealth Strategies increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.91% in Q3 2026, buying an estimated $191K and bringing the position to 387,160 shares worth $20.8M. The position accounts for 2.06% of the portfolio, ranked #13.

Insight Wealth Strategies first reported a position in FNDF in Q2 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

  • Insight Wealth Strategies held 387,160 shares of Schwab Fundamental International Large Company Index ETF worth $20.8M as of Q3 2026.
  • Insight Wealth Strategies bought 3,505 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $191K.
  • Schwab Fundamental International Large Company Index ETF made up 2.06% of Insight Wealth Strategies's portfolio in Q3 2026, its #13 holding.
  • Insight Wealth Strategies first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.