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

Modera 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 Q2	$1.06M	Buy	20,076 +3,661	+22%	+$192K	0.01%	339
2026 Q1	$803K	Sell	16,415 -1,386	-8%	-$67.9K	0.01%	356
2025 Q4	$805K	Buy	17,801 +4	+0%	+$177	0.01%	363
2025 Q3	$765K	Buy	17,797 +55	+0.3%	+$2.29K	0.01%	379
2025 Q2	$710K	Sell	17,742 -334	-2%	-$12.6K	0.01%	379
2025 Q1	$653K	Sell	18,076 -2,330	-11%	-$82.3K	0.01%	378
2024 Q4	$678K	Sell	20,406 -850	-4%	-$30K	0.01%	381
2024 Q3	$794K	Sell	21,256 -7	-0%	-$252	0.01%	344
2024 Q2	$745K	Sell	21,263 -1,311	-6%	-$46.5K	0.01%	336
2024 Q1	$804K	Sell	22,574 -794	-3%	-$27K	0.01%	322
2023 Q4	$788K	Sell	23,368 -1,231	-5%	-$39.5K	0.01%	314
2023 Q3	$779K	Buy	24,599 +4,769	+24%	+$155K	0.01%	307
2023 Q2	$640K	Buy	+19,830	New	+$634K	0.01%	349

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

Modera Wealth Management's FNDF Position: Q2 2026 in Review

Modera Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 22% in Q2 2026, buying an estimated $192K and bringing the position to 20,076 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #339.

Modera Wealth Management first reported a position in FNDF in Q2 2023 and has held it in 13 quarters since. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Modera Wealth Management held 20,076 shares of Schwab Fundamental International Large Company Index ETF worth $1.06M as of Q2 2026.
Modera Wealth Management bought 3,661 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $192K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #339 holding.
Modera Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2023 and has held it in 13 quarters since.
879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.