Regal Investment Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Regal Investment Advisors’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	$480K	Sell	9,811 -90	-0.9%	-$4.41K	0.03%	439
2025 Q4	$448K	Buy	9,901 +332	+3%	+$14.7K	0.03%	443
2025 Q3	$411K	Sell	9,569 -305	-3%	-$12.7K	0.03%	414
2025 Q2	$395K	Sell	9,874 -2,727	-22%	-$103K	0.03%	379
2025 Q1	$455K	Buy	12,601 +20	+0.2%	+$706	0.04%	339
2024 Q4	$418K	Buy	12,581 +329	+3%	+$11.6K	0.03%	358
2024 Q3	$458K	Buy	12,252 +43	+0.4%	+$1.55K	0.03%	368
2024 Q2	$428K	Sell	12,209 -275	-2%	-$9.75K	0.03%	378
2024 Q1	$445K	Buy	12,484 +1,747	+16%	+$59.3K	0.03%	380
2023 Q4	$362K	Buy	10,737 +2,307	+27%	+$73.9K	0.03%	384
2023 Q3	$267K	Buy	+8,430	New	+$273K	0.02%	410

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

Regal Investment Advisors's FNDF Position: Q1 2026 in Review

Regal Investment Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.91% in Q1 2026, selling an estimated $4.41K and leaving 9,811 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #439.

Regal Investment Advisors first reported a position in FNDF in Q3 2023 and has held it in 11 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Regal Investment Advisors held 9,811 shares of Schwab Fundamental International Large Company Index ETF worth $480K as of Q1 2026.
Regal Investment Advisors sold 90 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $4.41K.
Schwab Fundamental International Large Company Index ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #439 holding.
Regal Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2023 and has held it in 11 quarters since.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.