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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's FNDF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2026: 26,010 shares worth $1.27M. The stake represents 0.03% of the portfolio and ranks #468 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FNDF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in FNDF in Q2 2025 and has held it in 2 quarters since. 818 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Mount Yale Investment Advisors held 26,010 shares of Schwab Fundamental International Large Company Index ETF worth $1.27M as of Q1 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #468 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 2 quarters since.
  • 818 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.