Perissos Private Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Perissos Private Wealth Management’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	$964K	Buy	17,937 +1,405	+8%	+$76.5K	0.63%	35
2026 Q2	$872K	Buy	16,532 +4,542	+38%	+$239K	0.59%	40
2026 Q1	$587K	Buy	11,990 +4,233	+55%	+$207K	0.51%	41
2025 Q4	$351K	Buy	7,757 +1,676	+28%	+$74.2K	0.3%	50
2025 Q3	$261K	Buy	+6,081	New	+$253K	0.19%	63

Other funds holding FNDF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.21B AUM 20.98% 1-Year Est. Return

Perissos Private Wealth Management's FNDF Position: Q3 2026 in Review

Perissos Private Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 8.5% in Q3 2026, buying an estimated $76.5K and bringing the position to 17,937 shares worth $964K. The position accounts for 0.63% of the portfolio, ranked #35.

Perissos Private Wealth Management first reported a position in FNDF in Q3 2025 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Perissos Private Wealth Management held 17,937 shares of Schwab Fundamental International Large Company Index ETF worth $964K as of Q3 2026.
Perissos Private Wealth Management bought 1,405 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $76.5K.
Schwab Fundamental International Large Company Index ETF made up 0.63% of Perissos Private Wealth Management's portfolio in Q3 2026, its #35 holding.
Perissos Private Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2025 and has held it in 5 quarters since.
825 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Perissos Private Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.