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 Q3	$5.62M	Buy	104,504 +35,053	+50%	+$1.91M	2.21%	14
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%	-$100K	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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return

Kaizen Financial Strategies's FNDF Position: Q3 2026 in Review

Kaizen Financial Strategies increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 50% in Q3 2026, buying an estimated $1.91M and bringing the position to 104,504 shares worth $5.62M. The position accounts for 2.21% of the portfolio, ranked #14.

Kaizen Financial Strategies first reported a position in FNDF in Q1 2021 and has held it in 22 quarters since. 825 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Kaizen Financial Strategies held 104,504 shares of Schwab Fundamental International Large Company Index ETF worth $5.62M as of Q3 2026.
Kaizen Financial Strategies bought 35,053 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $1.91M.
Schwab Fundamental International Large Company Index ETF made up 2.21% of Kaizen Financial Strategies's portfolio in Q3 2026, its #14 holding.
Kaizen Financial Strategies first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2021 and has held it in 22 quarters since.
825 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

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