Red Mountain Financial’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Red Mountain Financial’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	$743K	Buy	14,079 +175	+1%	+$9.2K	0.62%	39
2026 Q1	$680K	Buy	13,904 +786	+6%	+$38.5K	0.64%	36
2025 Q4	$593K	Sell	13,118 -917	-7%	-$40.6K	0.58%	37
2025 Q3	$603K	Buy	14,035 +2,775	+25%	+$115K	0.61%	37
2025 Q2	$451K	Buy	11,260 +1,080	+11%	+$40.7K	0.5%	39
2025 Q1	$368K	Buy	10,180 +3,480	+52%	+$123K	0.45%	43
2024 Q4	$223K	Buy	6,700 +546	+9%	+$19.3K	0.24%	58
2024 Q3	$230K	Buy	6,154 +312	+5%	+$11.2K	0.24%	60
2024 Q2	$205K	Buy	+5,842	New	+$207K	0.25%	61

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

Red Mountain Financial's FNDF Position: Q2 2026 in Review

Red Mountain Financial increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 1.3% in Q2 2026, buying an estimated $9.2K and bringing the position to 14,079 shares worth $743K. The position accounts for 0.62% of the portfolio, ranked #39.

Red Mountain Financial first reported a position in FNDF in Q2 2024 and has held it in 9 quarters since. 868 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Red Mountain Financial held 14,079 shares of Schwab Fundamental International Large Company Index ETF worth $743K as of Q2 2026.
Red Mountain Financial bought 175 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $9.2K.
Schwab Fundamental International Large Company Index ETF made up 0.62% of Red Mountain Financial's portfolio in Q2 2026, its #39 holding.
Red Mountain Financial first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2024 and has held it in 9 quarters since.
868 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.