Kathleen S. Wright Associates’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Kathleen S. Wright Associates’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 Q3	$13.9K	Hold	323	–	–	0.01%	201
2025 Q2	$12.9K	Hold	323	–	–	0.01%	211
2025 Q1	$11.7K	Hold	323	–	–	﹤0.01%	215
2024 Q4	$10.7K	Hold	323	–	–	﹤0.01%	216
2024 Q3	$12.1K	Buy	+323	New	+$11.6K	0.01%	243

Other funds holding FNDF

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $15.4B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AOI

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

Kathleen S. Wright Associates's FNDF Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q3 2025 at 323 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #201.

Kathleen S. Wright Associates first reported a position in FNDF in Q3 2024 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold FNDF as of Q3 2025.

Kathleen S. Wright Associates held 323 shares of Schwab Fundamental International Large Company Index ETF worth $13.9K as of Q3 2025.
Kathleen S. Wright Associates left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q3 2025.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #201 holding.
Kathleen S. Wright Associates first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2024 and has held it in 5 quarters since.
688 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.