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

JFS 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
2025 Q2	–	Sell	-546	Closed	-$19.7K	–	1908
2025 Q1	$19.7K	Buy	+546	New	+$19.3K	﹤0.01%	663
2020 Q1	–	Sell	-127	Closed	-$4K	–	521
2019 Q4	$4K	Hold	127	–	–	﹤0.01%	417
2019 Q3	$4K	Buy	+127	New	+$3.44K	﹤0.01%	418

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JFS Wealth Advisors's FNDF Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2025, closing a stake of 546 shares — an estimated $19.7K sold.

JFS Wealth Advisors first reported a position in FNDF in Q3 2019 and held it in 3 quarters. The position peaked at $19.7K in Q1 2025. 663 funds tracked by Wall St. Rank hold FNDF as of Q2 2025.

JFS Wealth Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 546 Schwab Fundamental International Large Company Index ETF shares in Q2 2025, an estimated $19.7K.
JFS Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2019 and held it in 3 quarters.
JFS Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $19.7K in Q1 2025.
663 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.