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Pinnacle Wealth Planning Services’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$754K Hold
15,408
– – 0.08% 142
2025
Q4 		$697K Sell
15,408
-411
-3% -$18.2K 0.07% 153
2025
Q3 		$680K Hold
15,819
– – 0.08% 153
2025
Q2 		$633K Buy
+15,819
New +$597K 0.08% 152

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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 $15.4B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's FNDF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q1 2026 at 15,408 shares worth $754K. The position accounts for 0.08% of the portfolio, ranked #142.

Pinnacle Wealth Planning Services first reported a position in FNDF in Q2 2025 and has held it in 4 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 15,408 shares of Schwab Fundamental International Large Company Index ETF worth $754K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #142 holding.
  • Pinnacle Wealth Planning Services first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.