Mark Sheptoff Financial Planning’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Mark Sheptoff Financial Planning’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	$9.76K	Hold	185	–	–	0.01%	359
2026 Q1	$9.63K	Hold	185	–	–	0.01%	352
2025 Q4	$8.36K	Hold	185	–	–	﹤0.01%	368
2025 Q3	$7.95K	Buy	+185	New	+$7.69K	﹤0.01%	363

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

Mark Sheptoff Financial Planning's FNDF Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q2 2026 at 185 shares worth $9.76K. The position accounts for 0.01% of the portfolio, ranked #359.

Mark Sheptoff Financial Planning first reported a position in FNDF in Q3 2025 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Mark Sheptoff Financial Planning held 185 shares of Schwab Fundamental International Large Company Index ETF worth $9.76K as of Q2 2026.
Mark Sheptoff Financial Planning left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #359 holding.
Mark Sheptoff Financial Planning first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.