Marshall & Sterling Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Marshall & Sterling Wealth Advisors’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	$18K	Hold	334	–	–	0.01%	214
2026 Q2	$17.6K	Buy	334 +1	+0.3%	+$53	0.01%	215
2026 Q1	$16.3K	Hold	333	–	–	0.01%	207
2025 Q4	$15K	Buy	333 +10	+3%	+$443	0.01%	211
2025 Q3	$13.9K	Hold	323	–	–	0.01%	305
2025 Q2	$12.9K	Buy	323 +2	+0.6%	+$75	0.01%	296
2025 Q1	$11.6K	Sell	321 -1	-0.3%	-$35	0.01%	297
2024 Q4	$10.7K	Buy	+322	New	+$11.4K	0.01%	228

Other funds holding FNDF

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

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's FNDF Position: Q3 2026 in Review

Marshall & Sterling Wealth Advisors held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q3 2026 at 334 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #214.

Marshall & Sterling Wealth Advisors first reported a position in FNDF in Q4 2024 and has held it in 8 quarters since. 570 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Marshall & Sterling Wealth Advisors held 334 shares of Schwab Fundamental International Large Company Index ETF worth $18K as of Q3 2026.
Marshall & Sterling Wealth Advisors left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q3 2026, its #214 holding.
Marshall & Sterling Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 8 quarters since.
570 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.