Planning Project LLC’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Planning Project LLC’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
2025 Q4	$131K	Buy	+2,900	New	+$128K	0.03%	40

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Planning Project LLC's FNDF Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q4 2025: 2,900 shares worth $131K. The stake represents 0.03% of the portfolio and ranks #40 among its holdings.

769 funds tracked by Wall St. Rank hold FNDF as of Q4 2025.

Planning Project LLC held 2,900 shares of Schwab Fundamental International Large Company Index ETF worth $131K as of Q4 2025.
Schwab Fundamental International Large Company Index ETF was a new Planning Project LLC position in Q4 2025.
Schwab Fundamental International Large Company Index ETF made up 0.03% of Planning Project LLC's portfolio in Q4 2025, its #40 holding.
769 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.