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Kaizen Financial Strategies’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Kaizen Financial 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
Q2 		$3.62M Buy
69,451
+48,008
+224% +$2.52M 1.18% 23
2026
Q1 		$1.11M Hold
21,443
– – 0.47% 38
2025
Q4 		$969K Hold
21,443
– – 0.43% 38
2025
Q3 		$939K Sell
21,443
-815
-4% -$33.9K 0.42% 41
2025
Q2 		$891K Hold
22,258
– – 0.45% 40
2025
Q1 		$804K Sell
22,258
-95,810
-81% -$3.38M 0.46% 36
2024
Q4 		$3.92M Sell
118,068
-8,860
-7% -$313K 2.22% 11
2024
Q3 		$4.74M Buy
126,928
+1,318
+1% +$47.5K 2.75% 9
2024
Q2 		$4.48M Buy
125,610
+10,105
+9% +$358K 2.8% 9
2024
Q1 		$4.11M Buy
115,505
+6,383
+6% +$217K 2.79% 10
2023
Q4 		$3.68M Sell
109,122
-4,809
-4% -$154K 2.79% 8
2023
Q3 		$3.61M Buy
113,931
+14,370
+14% +$466K 3.05% 7
2023
Q2 		$3.26M Buy
99,561
+3,720
+4% +$119K 2.79% 7
2023
Q1 		$3M Buy
95,841
+46,363
+94% +$1.43M 2.96% 9
2022
Q4 		$1.54M Buy
49,478
+1,343
+3% +$37.7K 1.52% 18
2022
Q3 		$1.21M Buy
48,135
+24,578
+104% +$687K 1.23% 27
2022
Q2 		$667K Buy
23,557
+1,214
+5% +$37.2K 0.66% 37
2022
Q1 		$720K Sell
22,343
-9,921
-31% -$324K 0.56% 47
2021
Q4 		$1.05M Sell
32,264
-3,020
-9% -$99.7K 0.79% 34
2021
Q3 		$1.16M Buy
+35,284
New +$1.17M 0.93% 25
2021
Q1 		$929K Buy
+28,948
New +$905K 0.89% 38

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 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

Kaizen Financial Strategies's FNDF Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 224% in Q2 2026, buying an estimated $2.52M and bringing the position to 69,451 shares worth $3.62M. The position accounts for 1.18% of the portfolio, ranked #23.

Kaizen Financial Strategies first reported a position in FNDF in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.74M in Q3 2024. 404 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Kaizen Financial Strategies held 69,451 shares of Schwab Fundamental International Large Company Index ETF worth $3.62M as of Q2 2026.
  • Kaizen Financial Strategies bought 48,008 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $2.52M.
  • Schwab Fundamental International Large Company Index ETF made up 1.18% of Kaizen Financial Strategies's portfolio in Q2 2026, its #23 holding.
  • Kaizen Financial Strategies first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2021 and has held it in 21 quarters since.
  • Kaizen Financial Strategies's Schwab Fundamental International Large Company Index ETF position peaked at $4.74M in Q3 2024.
  • 404 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.