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

LifeSteps Financial’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 Q3	–	Sell	-209	Closed	-$11K	–	325
2026 Q2	$11K	Buy	+209	New	+$11K	0.01%	394
2024 Q2	–	Sell	-209	Closed	-$7.44K	–	199
2024 Q1	$7.44K	Buy	+209	New	+$7.1K	0.01%	320
2020 Q1	–	Sell	-9,832	Closed	-$284K	–	85
2019 Q4	$284K	Buy	+9,832	New	+$280K	0.27%	70

Other funds holding FNDF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

LifeSteps Financial's FNDF Position: Q3 2026 in Review

LifeSteps Financial sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2026, closing a stake of 209 shares — an estimated $11K sold.

LifeSteps Financial first reported a position in FNDF in Q4 2019 and held it in 3 quarters. The position peaked at $284K in Q4 2019. 365 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

LifeSteps Financial reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2026 after selling out during the quarter.
LifeSteps Financial sold 209 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $11K.
LifeSteps Financial first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2019 and held it in 3 quarters.
LifeSteps Financial's Schwab Fundamental International Large Company Index ETF position peaked at $284K in Q4 2019.
365 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.