Kovitz Investment Group Partners
FNDF icon

Kovitz Investment Group Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Kovitz Investment Group Partners’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 		$6.08M Buy
115,231
+23,221
+25% +$1.22M 0.13% 120
2026
Q1 		$4.5M Buy
92,010
+28,893
+46% +$1.42M 0.1% 143
2025
Q4 		$2.85M Sell
63,117
-5,742
-8% -$254K 0.06% 193
2025
Q3 		$2.96M Buy
68,859
+38,903
+130% +$1.62M 0.01% 559
2025
Q2 		$1.2M Buy
29,956
+16,703
+126% +$630K 0.01% 755
2025
Q1 		$479K Buy
+13,253
New +$468K ﹤0.01% 916

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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

Kovitz Investment Group Partners's FNDF Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 25% in Q2 2026, buying an estimated $1.22M and bringing the position to 115,231 shares worth $6.08M. The position accounts for 0.13% of the portfolio, ranked #120.

Kovitz Investment Group Partners first reported a position in FNDF in Q1 2025 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Kovitz Investment Group Partners held 115,231 shares of Schwab Fundamental International Large Company Index ETF worth $6.08M as of Q2 2026.
  • Kovitz Investment Group Partners bought 23,221 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $1.22M.
  • Schwab Fundamental International Large Company Index ETF made up 0.13% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #120 holding.
  • Kovitz Investment Group Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.