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Litman Gregory Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$225K Hold
4,982
– – 0.02% 139
2025
Q3 		$214K Buy
+4,982
New +$207K 0.02% 142
2021
Q2 		– Sell
-2,416
Closed -$78K – 106
2021
Q1 		$78K Hold
2,416
– – 0.02% 84
2020
Q4 		$71K Hold
2,416
– – 0.01% 86
2020
Q3 		$59K Hold
2,416
– – 0.01% 93
2020
Q2 		$57K Hold
2,416
– – 0.01% 90
2020
Q1 		$51K Sell
2,416
-1,949
-45% -$50.4K 0.01% 81
2019
Q4 		$126K Buy
+4,365
New +$124K 0.03% 63

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 $45.5B AUM 21.01% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $501B AUM 22.01% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return