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 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

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

LifeSteps Financial's FNDF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026: 209 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in FNDF as recently as Q1 2024.

LifeSteps Financial first reported a position in FNDF in Q4 2019 and has held it in 3 quarters since. The position peaked at $284K in Q4 2019. 875 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

LifeSteps Financial held 209 shares of Schwab Fundamental International Large Company Index ETF worth $11K as of Q2 2026.
Schwab Fundamental International Large Company Index ETF was a new LifeSteps Financial position in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #394 holding.
LifeSteps Financial first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2019 and has held it in 3 quarters since.
LifeSteps Financial's Schwab Fundamental International Large Company Index ETF position peaked at $284K in Q4 2019.
875 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.