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

Mission 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
2026 Q3	$1.01M	Sell	18,764 -49,986	-73%	-$2.72M	0.02%	374
2026 Q2	$3.63M	Buy	68,750 +51,875	+307%	+$2.73M	0.04%	221
2026 Q1	$826K	Sell	16,875 -87	-0.5%	-$4.26K	0.02%	361
2025 Q4	$767K	Sell	16,962 -3,646	-18%	-$161K	0.02%	389
2025 Q3	$885K	Buy	20,608 +6,942	+51%	+$289K	0.02%	361
2025 Q2	$547K	Buy	13,666 +630	+5%	+$23.8K	0.01%	456
2025 Q1	$471K	Sell	13,036 -1,351	-9%	-$47.7K	0.01%	466
2024 Q4	$478K	Sell	14,387 -113	-0.8%	-$3.99K	0.01%	437
2024 Q3	$542K	Buy	14,500 +2,361	+19%	+$85K	0.01%	419
2024 Q2	$425K	Sell	12,139 -23,745	-66%	-$842K	0.01%	446
2024 Q1	$1.28M	Buy	35,884 +28,069	+359%	+$953K	0.03%	242
2023 Q4	$264K	Buy	+7,815	New	+$250K	0.01%	497

Other funds holding FNDF

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

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

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

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Mission Wealth Management's FNDF Position: Q3 2026 in Review

Mission Wealth Management reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 73% in Q3 2026, selling an estimated $2.72M and leaving 18,764 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #374.

Mission Wealth Management first reported a position in FNDF in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.63M in Q2 2026. 224 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Mission Wealth Management held 18,764 shares of Schwab Fundamental International Large Company Index ETF worth $1.01M as of Q3 2026.
Mission Wealth Management sold 49,986 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $2.72M.
Schwab Fundamental International Large Company Index ETF made up 0.02% of Mission Wealth Management's portfolio in Q3 2026, its #374 holding.
Mission Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and has held it in 12 quarters since.
Mission Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $3.63M in Q2 2026.
224 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.