Moneta Group Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Moneta Group Investment 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	$5.22M	Buy	106,620 +28,086	+36%	+$1.38M	0.04%	164
2025 Q4	$3.55M	Buy	78,534 +10,806	+16%	+$479K	0.03%	203
2025 Q3	$2.91M	Buy	67,728 +3,704	+6%	+$154K	0.02%	225
2025 Q2	$2.56M	Buy	64,024 +1,757	+3%	+$66.3K	0.03%	201
2025 Q1	$2.25M	Sell	62,267 -380	-0.6%	-$13.4K	0.03%	198
2024 Q4	$2.08M	Buy	62,647 +4,380	+8%	+$155K	0.03%	204
2024 Q3	$2.18M	Buy	58,267 +4,599	+9%	+$166K	0.03%	187
2024 Q2	$1.88M	Buy	53,668 +34,962	+187%	+$1.24M	0.03%	193
2024 Q1	$666K	Buy	+18,706	New	+$635K	0.01%	326

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

Moneta Group Investment Advisors's FNDF Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 36% in Q1 2026, buying an estimated $1.38M and bringing the position to 106,620 shares worth $5.22M. The position accounts for 0.04% of the portfolio, ranked #164.

Moneta Group Investment Advisors first reported a position in FNDF in Q1 2024 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Moneta Group Investment Advisors held 106,620 shares of Schwab Fundamental International Large Company Index ETF worth $5.22M as of Q1 2026.
Moneta Group Investment Advisors bought 28,086 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $1.38M.
Schwab Fundamental International Large Company Index ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #164 holding.
Moneta Group Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2024 and has held it in 9 quarters since.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.