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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 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. 589 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.
  • 589 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.