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Lauterbach Financial Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Lauterbach Financial Advisors’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 		$390K Sell
7,976
-249
-3% -$12.2K 0.19% 59
2025
Q4 		$372K Sell
8,225
-108
-1% -$4.78K 0.18% 61
2025
Q3 		$358K Sell
8,333
-101
-1% -$4.2K 0.18% 63
2025
Q2 		$338K Sell
8,434
-165
-2% -$6.22K 0.19% 60
2025
Q1 		$311K Sell
8,599
-163
-2% -$5.75K 0.19% 56
2024
Q4 		$291K Buy
8,762
+220
+3% +$7.77K 0.18% 54
2024
Q3 		$319K Sell
8,542
-50
-0.6% -$1.8K 0.19% 51
2024
Q2 		$297K Sell
8,592
-165
-2% -$5.85K 0.2% 49
2024
Q1 		$312K Hold
8,757
– – 0.2% 47
2023
Q4 		$295K Sell
8,757
-920
-10% -$29.5K 0.21% 48
2023
Q3 		$306K Hold
9,677
– – 0.24% 41
2023
Q2 		$312K Sell
9,677
-432
-4% -$13.8K 0.24% 39
2023
Q1 		$316K Sell
10,109
-187
-2% -$5.79K 0.26% 39
2022
Q4 		$299K Buy
10,296
+7
+0.1% +$197 0.27% 38
2022
Q3 		$259K Sell
10,289
-61
-0.6% -$1.71K 0.26% 39
2022
Q2 		$293K Buy
10,350
+742
+8% +$22.7K 0.28% 37
2022
Q1 		$310K Sell
9,608
-312
-3% -$10.2K 0.28% 30
2021
Q4 		$322K Buy
+9,920
New +$327K 0.28% 31

Other funds holding FNDF

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

Lauterbach Financial Advisors's FNDF Position: Q1 2026 in Review

Lauterbach Financial Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 3% in Q1 2026, selling an estimated $12.2K and leaving 7,976 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #59.

Lauterbach Financial Advisors first reported a position in FNDF in Q4 2021 and has held it in 18 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Lauterbach Financial Advisors held 7,976 shares of Schwab Fundamental International Large Company Index ETF worth $390K as of Q1 2026.
  • Lauterbach Financial Advisors sold 249 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $12.2K.
  • Schwab Fundamental International Large Company Index ETF made up 0.19% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #59 holding.
  • Lauterbach Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.