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Robertson Stephens Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Robertson Stephens Wealth Management’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 		$1.2M Hold
22,658
– – 0.03% 284
2026
Q1 		$1.11M Buy
22,658
+1
+0% +$49 0.03% 285
2025
Q4 		$1.02M Buy
+22,657
New +$1M 0.03% 299
2024
Q2 		– Sell
-22,638
Closed -$806K – 514
2024
Q1 		$806K Sell
22,638
-314
-1% -$10.7K 0.04% 270
2023
Q4 		$774K Hold
22,952
– – 0.05% 250
2023
Q3 		$727K Buy
22,952
+519
+2% +$16.8K 0.05% 249
2023
Q2 		$724K Sell
22,433
-1,645
-7% -$52.6K 0.05% 229
2023
Q1 		$753K Buy
24,078
+1,645
+7% +$50.9K 0.06% 235
2022
Q4 		$652K Sell
22,433
-734
-3% -$20.6K 0.06% 226
2022
Q3 		$582K Buy
23,167
+209
+0.9% +$5.84K 0.06% 205
2022
Q2 		$649K Hold
22,958
– – 0.06% 210
2022
Q1 		$740K Hold
22,958
– – 0.06% 215
2021
Q4 		$747K Buy
22,958
+1,331
+6% +$43.9K 0.06% 215
2021
Q3 		$710K Hold
21,627
– – 0.08% 160
2021
Q2 		$719K Hold
21,627
– – 0.09% 167
2021
Q1 		$694K Hold
21,627
– – 0.11% 145
2020
Q4 		$633K Hold
21,627
– – 0.13% 123
2020
Q3 		$531K Buy
+21,627
New +$538K 0.13% 128

Other funds holding FNDF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.18B AUM 22.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Robertson Stephens Wealth Management's FNDF Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q2 2026 at 22,658 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #284.

Robertson Stephens Wealth Management first reported a position in FNDF in Q3 2020 and has held it in 18 quarters since. 424 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Robertson Stephens Wealth Management held 22,658 shares of Schwab Fundamental International Large Company Index ETF worth $1.2M as of Q2 2026.
  • Robertson Stephens Wealth Management left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Robertson Stephens Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2020 and has held it in 18 quarters since.
  • 424 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.