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Kelman-Lazarov Inc’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Kelman-Lazarov Inc’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 		$850K Buy
16,103
+1
+0% +$53 0.11% 74
2026
Q1 		$788K Hold
16,102
– – 0.11% 74
2025
Q4 		$728K Sell
16,102
-28
-0.2% -$1.24K 0.1% 77
2025
Q3 		$693K Sell
16,130
-29
-0.2% -$1.21K 0.1% 75
2025
Q2 		$647K Sell
16,159
-128
-0.8% -$4.83K 0.1% 71
2025
Q1 		$589K Sell
16,287
-128
-0.8% -$4.52K 0.11% 70
2024
Q4 		$545K Sell
16,415
-240
-1% -$8.47K 0.1% 69
2024
Q3 		$622K Hold
16,655
– – 0.11% 66
2024
Q2 		$583K Sell
16,655
-9
-0.1% -$319 0.11% 64
2024
Q1 		$593K Sell
16,664
-39
-0.2% -$1.32K 0.12% 63
2023
Q4 		$563K Hold
16,703
– – 0.12% 62
2023
Q3 		$529K Sell
16,703
-4
-0% -$130 0.13% 58
2023
Q2 		$539K Sell
16,707
-3
-0% -$96 0.13% 60
2023
Q1 		$523K Sell
16,710
-1,929
-10% -$59.7K 0.14% 56
2022
Q4 		$542K Buy
18,639
+745
+4% +$20.9K 0.15% 53
2022
Q3 		$450K Buy
17,894
+90
+0.5% +$2.52K 0.15% 53
2022
Q2 		$504K Sell
17,804
-330
-2% -$10.1K 0.17% 49
2022
Q1 		$585K Hold
18,134
– – 0.19% 44
2021
Q4 		$590K Buy
18,134
+19
+0.1% +$627 0.19% 48
2021
Q3 		$595K Sell
18,115
-2,927
-14% -$97K 0.21% 44
2021
Q2 		$700K Buy
21,042
+117
+0.6% +$3.93K 0.24% 39
2021
Q1 		$672K Hold
20,925
– – 0.24% 40
2020
Q4 		$613K Sell
20,925
-450
-2% -$12.2K 0.24% 40
2020
Q3 		$525K Hold
21,375
– – 0.24% 40
2020
Q2 		$507K Buy
21,375
+4,067
+23% +$91.8K 0.23% 39
2020
Q1 		$364K Sell
17,308
-20,400
-54% -$527K 0.2% 49
2019
Q4 		$1.09M Buy
37,708
+2,400
+7% +$68.4K 0.49% 34
2019
Q3 		$973K Buy
35,308
+8,500
+32% +$230K 0.48% 37
2019
Q2 		$747K Sell
26,808
-2,850
-10% -$78.8K 0.38% 44
2019
Q1 		$818K Buy
29,658
+17,128
+137% +$463K 0.43% 46
2018
Q4 		$316K Buy
+12,530
New +$344K 0.2% 77
2016
Q4 		– Sell
-36
Closed -$904 – 326
2016
Q3 		$904 Hold
36
– – ﹤0.01% 351
2016
Q2 		$857 Hold
36
– – ﹤0.01% 342
2016
Q1 		$1K Buy
+36
New +$812 ﹤0.01% 334

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Kelman-Lazarov Inc's FNDF Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.01% in Q2 2026, buying an estimated $53 and bringing the position to 16,103 shares worth $850K. The position accounts for 0.11% of the portfolio, ranked #74.

Kelman-Lazarov Inc first reported a position in FNDF in Q1 2016 and has held it in 34 quarters since. The position peaked at $1.09M in Q4 2019. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Kelman-Lazarov Inc held 16,103 shares of Schwab Fundamental International Large Company Index ETF worth $850K as of Q2 2026.
  • Kelman-Lazarov Inc bought 1 Schwab Fundamental International Large Company Index ETF share in Q2 2026, an estimated $53.
  • Schwab Fundamental International Large Company Index ETF made up 0.11% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #74 holding.
  • Kelman-Lazarov Inc first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2016 and has held it in 34 quarters since.
  • Kelman-Lazarov Inc's Schwab Fundamental International Large Company Index ETF position peaked at $1.09M in Q4 2019.
  • 879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.