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 Q2	$6.05M	Buy	114,661 +8,041	+8%	+$423K	0.04%	164
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 $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

Moneta Group Investment Advisors's FNDF Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 7.5% in Q2 2026, buying an estimated $423K and bringing the position to 114,661 shares worth $6.05M. 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 10 quarters since. 876 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Moneta Group Investment Advisors held 114,661 shares of Schwab Fundamental International Large Company Index ETF worth $6.05M as of Q2 2026.
Moneta Group Investment Advisors bought 8,041 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $423K.
Schwab Fundamental International Large Company Index ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 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 10 quarters since.
876 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.