Mount Yale Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Mount Yale 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	$1.06M	Sell	20,154 -5,856	-23%	-$308K	0.02%	566
2026 Q1	$1.27M	Buy	+26,010	New	+$1.27M	0.03%	468
2025 Q3	–	Sell	-728	Closed	-$29.1K	–	1012
2025 Q2	$29.1K	Buy	+728	New	+$27.5K	﹤0.01%	960

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

Mount Yale Investment Advisors's FNDF Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 23% in Q2 2026, selling an estimated $308K and leaving 20,154 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #566.

Mount Yale Investment Advisors first reported a position in FNDF in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q1 2026. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Mount Yale Investment Advisors held 20,154 shares of Schwab Fundamental International Large Company Index ETF worth $1.06M as of Q2 2026.
Mount Yale Investment Advisors sold 5,856 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $308K.
Schwab Fundamental International Large Company Index ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #566 holding.
Mount Yale Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $1.27M in Q1 2026.
879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.