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 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

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kovitz Investment Group Partners's FNDF Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 46% in Q1 2026, buying an estimated $1.42M and bringing the position to 92,010 shares worth $4.5M. The position accounts for 0.1% of the portfolio, ranked #143.

Kovitz Investment Group Partners first reported a position in FNDF in Q1 2025 and has held it in 5 quarters since. 818 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Kovitz Investment Group Partners held 92,010 shares of Schwab Fundamental International Large Company Index ETF worth $4.5M as of Q1 2026.
Kovitz Investment Group Partners bought 28,893 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $1.42M.
Schwab Fundamental International Large Company Index ETF made up 0.1% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #143 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 5 quarters since.
818 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.