Medallion Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Medallion 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 Q1	$1.87M	Buy	38,289 +1,298	+4%	+$63.6K	0.61%	41
2025 Q4	$1.67M	Sell	36,991 -30	-0.1%	-$1.33K	0.56%	44
2025 Q3	$1.59M	Sell	37,021 -1,053	-3%	-$43.8K	0.56%	43
2025 Q2	$1.53M	Sell	38,074 -4,677	-11%	-$176K	0.59%	41
2025 Q1	$1.55M	Buy	42,751 +1,457	+4%	+$51.4K	0.7%	33
2024 Q4	$1.37M	Buy	+41,294	New	+$1.46M	0.68%	33

Other funds holding FNDF

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $15.4B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Medallion Wealth Advisors's FNDF Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 3.5% in Q1 2026, buying an estimated $63.6K and bringing the position to 38,289 shares worth $1.87M. The position accounts for 0.61% of the portfolio, ranked #41.

Medallion Wealth Advisors first reported a position in FNDF in Q4 2024 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Medallion Wealth Advisors held 38,289 shares of Schwab Fundamental International Large Company Index ETF worth $1.87M as of Q1 2026.
Medallion Wealth Advisors bought 1,298 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $63.6K.
Schwab Fundamental International Large Company Index ETF made up 0.61% of Medallion Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Medallion Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 6 quarters since.
816 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.