Plan A Wealth’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Plan A Wealth’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	$407K	Sell	7,709 -266	-3%	-$14K	0.17%	95
2026 Q1	$390K	Buy	7,975 +875	+12%	+$42.9K	0.19%	91
2025 Q4	$321K	Buy	7,100 +11	+0.2%	+$487	0.16%	116
2025 Q3	$305K	Buy	7,089 +707	+11%	+$29.4K	0.16%	113
2025 Q2	$255K	Buy	+6,382	New	+$241K	0.14%	125

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

Plan A Wealth's FNDF Position: Q2 2026 in Review

Plan A Wealth reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 3.3% in Q2 2026, selling an estimated $14K and leaving 7,709 shares worth $407K. The position accounts for 0.17% of the portfolio, ranked #95.

Plan A Wealth first reported a position in FNDF in Q2 2025 and has held it in 5 quarters since. 870 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Plan A Wealth held 7,709 shares of Schwab Fundamental International Large Company Index ETF worth $407K as of Q2 2026.
Plan A Wealth sold 266 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $14K.
Schwab Fundamental International Large Company Index ETF made up 0.17% of Plan A Wealth's portfolio in Q2 2026, its #95 holding.
Plan A Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
870 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.