Phillips Financial Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Phillips Financial 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	–	Sell	-902	Closed	-$47.6K	–	290
2026 Q2	$47.6K	Buy	+902	New	+$47.4K	﹤0.01%	247
2026 Q1	–	Sell	-948	Closed	-$42.9K	–	300
2025 Q4	$42.9K	Buy	948 +652	+220%	+$28.9K	﹤0.01%	251
2025 Q3	$12.7K	Hold	296	–	–	﹤0.01%	284
2025 Q2	$11.8K	Buy	+296	New	+$11.2K	﹤0.01%	255

Other funds holding FNDF

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

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

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Phillips Financial Management's FNDF Position: Q3 2026 in Review

Phillips Financial Management sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2026, closing a stake of 902 shares — an estimated $47.6K sold.

Phillips Financial Management first reported a position in FNDF in Q2 2025 and held it in 4 quarters. The position peaked at $47.6K in Q2 2026. 221 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Phillips Financial Management reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2026 after selling out during the quarter.
Phillips Financial Management sold 902 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $47.6K.
Phillips Financial Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and held it in 4 quarters.
Phillips Financial Management's Schwab Fundamental International Large Company Index ETF position peaked at $47.6K in Q2 2026.
221 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.