Private Wealth Management Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Private Wealth Management Group’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	$527K	Sell	10,771 -136	-1%	-$6.66K	0.14%	53
2025 Q4	$493K	Hold	10,907	–	–	0.13%	54
2025 Q3	$469K	Hold	10,907	–	–	0.13%	57
2025 Q2	$436K	Hold	10,907	–	–	0.15%	56
2025 Q1	$394K	Hold	10,907	–	–	0.15%	56
2024 Q4	$362K	Hold	10,907	–	–	0.14%	60
2024 Q3	$408K	Hold	10,907	–	–	0.16%	53
2024 Q2	$382K	Hold	10,907	–	–	0.17%	50
2024 Q1	$388K	Hold	10,907	–	–	0.18%	48
2023 Q4	$368K	Buy	+10,907	New	+$350K	0.18%	50

Other funds holding FNDF

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $15.4B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Management Group's FNDF Position: Q1 2026 in Review

Private Wealth Management Group reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 1.2% in Q1 2026, selling an estimated $6.66K and leaving 10,771 shares worth $527K. The position accounts for 0.14% of the portfolio, ranked #53.

Private Wealth Management Group first reported a position in FNDF in Q4 2023 and has held it in 10 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Private Wealth Management Group held 10,771 shares of Schwab Fundamental International Large Company Index ETF worth $527K as of Q1 2026.
Private Wealth Management Group sold 136 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $6.66K.
Schwab Fundamental International Large Company Index ETF made up 0.14% of Private Wealth Management Group's portfolio in Q1 2026, its #53 holding.
Private Wealth Management Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and has held it in 10 quarters since.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.