Principia Wealth Advisory’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Principia Wealth Advisory’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	$299K	Sell	5,671 -6,975	-55%	-$367K	0.15%	64
2026 Q1	$619K	Sell	12,646 -9,496	-43%	-$465K	0.35%	39
2025 Q4	$1M	Sell	22,142 -6,521	-23%	-$289K	0.63%	30
2025 Q3	$1.23M	Sell	28,663 -30,650	-52%	-$1.27M	0.85%	26
2025 Q2	$2.37M	Sell	59,313 -5,533	-9%	-$209K	2.01%	15
2025 Q1	$2.24M	Buy	64,846 +4,939	+8%	+$174K	2.15%	16
2024 Q4	$1.99M	Buy	+59,907	New	+$2.12M	1.87%	18

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

Principia Wealth Advisory's FNDF Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 55% in Q2 2026, selling an estimated $367K and leaving 5,671 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #64.

Principia Wealth Advisory first reported a position in FNDF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q2 2025. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Principia Wealth Advisory held 5,671 shares of Schwab Fundamental International Large Company Index ETF worth $299K as of Q2 2026.
Principia Wealth Advisory sold 6,975 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $367K.
Schwab Fundamental International Large Company Index ETF made up 0.15% of Principia Wealth Advisory's portfolio in Q2 2026, its #64 holding.
Principia Wealth Advisory first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Schwab Fundamental International Large Company Index ETF position peaked at $2.37M in Q2 2025.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.