Phil A. Younker & Associates’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Phil A. Younker & Associates’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	$1.66M	Hold	31,530	–	–	1.12%	14
2026 Q1	$1.54M	Buy	31,530 +2,300	+8%	+$113K	1.03%	15
2025 Q4	$1.32M	Hold	29,230	–	–	0.92%	14
2025 Q3	$1.26M	Buy	29,230 +4,200	+17%	+$175K	0.96%	13
2025 Q2	$1M	Hold	25,030	–	–	0.99%	13
2025 Q1	$905K	Buy	25,030 +3,610	+17%	+$127K	0.89%	17
2024 Q4	$711K	Buy	+21,420	New	+$756K	0.71%	17

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

MCIA

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

Phil A. Younker & Associates's FNDF Position: Q2 2026 in Review

Phil A. Younker & Associates held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q2 2026 at 31,530 shares worth $1.66M. The position accounts for 1.12% of the portfolio, ranked #14.

Phil A. Younker & Associates first reported a position in FNDF in Q4 2024 and has held it in 7 quarters since. 866 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Phil A. Younker & Associates held 31,530 shares of Schwab Fundamental International Large Company Index ETF worth $1.66M as of Q2 2026.
Phil A. Younker & Associates left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 1.12% of Phil A. Younker & Associates's portfolio in Q2 2026, its #14 holding.
Phil A. Younker & Associates first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
866 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.