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Keystone Financial Group (Kentucky)’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		$866K Buy
17,689
+2,648
+18% +$130K 0.06% 214
2025
Q4 		$680K Buy
15,041
+287
+2% +$12.7K 0.05% 217
2025
Q3 		$634K Buy
14,754
+1,550
+12% +$64.5K 0.05% 211
2025
Q2 		$528K Buy
+13,204
New +$498K 0.05% 223

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RFC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FNDF Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 18% in Q1 2026, buying an estimated $130K and bringing the position to 17,689 shares worth $866K. The position accounts for 0.06% of the portfolio, ranked #214.

Keystone Financial Group (Kentucky) first reported a position in FNDF in Q2 2025 and has held it in 4 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 17,689 shares of Schwab Fundamental International Large Company Index ETF worth $866K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 2,648 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $130K.
  • Schwab Fundamental International Large Company Index ETF made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #214 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.