Next Level Wealth Planning
FNDF icon

Next Level Wealth Planning’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Next Level Wealth Planning’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
Q3 		$17.4K Buy
+324
New +$17.6K 0.01% 284

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Regions Financial Corp
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mountain Capital Investment Advisors
Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Next Level Wealth Planning's FNDF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2026: 324 shares worth $17.4K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings.

570 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

  • Next Level Wealth Planning held 324 shares of Schwab Fundamental International Large Company Index ETF worth $17.4K as of Q3 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #284 holding.
  • 570 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.