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 Q2	$393K	Sell	7,449 -527	-7%	-$27.7K	0.17%	66
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 San Francisco, California $751B AUM 38.74% 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 $16.8B AUM 26.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Lauterbach Financial Advisors's FNDF Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 6.6% in Q2 2026, selling an estimated $27.7K and leaving 7,449 shares worth $393K. The position accounts for 0.17% of the portfolio, ranked #66.

Lauterbach Financial Advisors first reported a position in FNDF in Q4 2021 and has held it in 19 quarters since. 877 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Lauterbach Financial Advisors held 7,449 shares of Schwab Fundamental International Large Company Index ETF worth $393K as of Q2 2026.
Lauterbach Financial Advisors sold 527 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $27.7K.
Schwab Fundamental International Large Company Index ETF made up 0.17% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #66 holding.
Lauterbach Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
877 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.