Mountain Capital Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Mountain Capital 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	$154M	Buy	2,921,147 +12,257	+0.4%	+$644K	21.95%	1
2026 Q1	$148M	Buy	2,908,890 +264,318	+10%	+$12.9M	22%	1
2025 Q4	$127M	Buy	2,644,572 +39,923	+2%	+$1.77M	20.56%	2
2025 Q3	$113M	Buy	+2,604,649	New	+$108M	19.86%	3

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mountain Capital Investment Advisors's FNDF Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.42% in Q2 2026, buying an estimated $644K and bringing the position to 2,921,147 shares worth $154M. The position accounts for 21.95% of the portfolio, ranked #1.

Mountain Capital Investment Advisors first reported a position in FNDF in Q3 2025 and has held it in 4 quarters since. 872 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Mountain Capital Investment Advisors held 2,921,147 shares of Schwab Fundamental International Large Company Index ETF worth $154M as of Q2 2026.
Mountain Capital Investment Advisors bought 12,257 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $644K.
Schwab Fundamental International Large Company Index ETF made up 21.95% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #1 holding.
Mountain Capital Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2025 and has held it in 4 quarters since.
872 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.