PJC
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Phillip James Consulting’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Phillip James Consulting’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 		$295K Buy
+5,590
New +$294K 0.2% 48

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Wealth Enhancement Advisory Services
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Phillip James Consulting's FNDF Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026: 5,590 shares worth $295K. The stake represents 0.2% of the portfolio and ranks #48 among its holdings.

870 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Phillip James Consulting held 5,590 shares of Schwab Fundamental International Large Company Index ETF worth $295K as of Q2 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Phillip James Consulting position in Q2 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.2% of Phillip James Consulting's portfolio in Q2 2026, its #48 holding.
  • 870 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.