Pacific Capital Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Pacific Capital Wealth 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	$1.48M	Hold	28,136	–	–	0.22%	34
2026 Q1	$1.38M	Hold	28,136	–	–	0.23%	34
2025 Q4	$1.27M	Sell	28,136 -538	-2%	-$23.8K	0.22%	33
2025 Q3	$1.23M	Hold	28,674	–	–	0.21%	33
2025 Q2	$1.14M	Sell	28,674 -2,661	-8%	-$100K	0.21%	34
2025 Q1	$1.13M	Buy	31,335 +26,181	+508%	+$924K	0.2%	39
2024 Q4	$171K	Buy	+5,154	New	+$182K	0.03%	86

Other funds holding FNDF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Pacific Capital Wealth Advisors's FNDF Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q2 2026 at 28,136 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #34.

Pacific Capital Wealth Advisors first reported a position in FNDF in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Pacific Capital Wealth Advisors held 28,136 shares of Schwab Fundamental International Large Company Index ETF worth $1.48M as of Q2 2026.
Pacific Capital Wealth Advisors left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 0.22% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Pacific Capital Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
181 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.