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 Q2	$366K	Sell	6,941 -2,870	-29%	-$151K	0.02%	520
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 $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

Regal Investment Advisors's FNDF Position: Q2 2026 in Review

Regal Investment Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 29% in Q2 2026, selling an estimated $151K and leaving 6,941 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #520.

Regal Investment Advisors first reported a position in FNDF in Q3 2023 and has held it in 12 quarters since. The position peaked at $480K in Q1 2026. 877 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Regal Investment Advisors held 6,941 shares of Schwab Fundamental International Large Company Index ETF worth $366K as of Q2 2026.
Regal Investment Advisors sold 2,870 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $151K.
Schwab Fundamental International Large Company Index ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #520 holding.
Regal Investment Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2023 and has held it in 12 quarters since.
Regal Investment Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $480K in Q1 2026.
877 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.