Liberty Square Wealth Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Liberty Square Wealth 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	$1.89M	Sell	38,615 -1,282	-3%	-$62.8K	0.53%	23
2025 Q4	$1.8M	Sell	39,897 -1,569	-4%	-$69.5K	0.51%	28
2025 Q3	$1.78M	Sell	41,466 -7,078	-15%	-$294K	0.55%	30
2025 Q2	$1.94M	Sell	48,544 -495	-1%	-$18.7K	0.67%	26
2025 Q1	$1.77M	Hold	49,039	–	–	0.68%	27
2024 Q4	$1.75M	Buy	+49,039	New	+$1.73M	0.64%	28

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

Liberty Square Wealth Partners's FNDF Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 3.2% in Q1 2026, selling an estimated $62.8K and leaving 38,615 shares worth $1.89M. The position accounts for 0.53% of the portfolio, ranked #23.

Liberty Square Wealth Partners first reported a position in FNDF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q2 2025. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Liberty Square Wealth Partners held 38,615 shares of Schwab Fundamental International Large Company Index ETF worth $1.89M as of Q1 2026.
Liberty Square Wealth Partners sold 1,282 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $62.8K.
Schwab Fundamental International Large Company Index ETF made up 0.53% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #23 holding.
Liberty Square Wealth Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
Liberty Square Wealth Partners's Schwab Fundamental International Large Company Index ETF position peaked at $1.94M in Q2 2025.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.