Root Financial Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Root Financial Partners’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	$681K	Sell	12,914 -317	-2%	-$16.7K	0.03%	157
2026 Q1	$647K	Buy	13,231 +2,233	+20%	+$109K	0.03%	136
2025 Q4	$497K	Buy	10,998 +5,431	+98%	+$241K	0.03%	162
2025 Q3	$239K	Sell	5,567 -1,632	-23%	-$67.9K	0.01%	245
2025 Q2	$288K	Buy	+7,199	New	+$272K	0.03%	184

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

Root Financial Partners's FNDF Position: Q2 2026 in Review

Root Financial Partners reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.4% in Q2 2026, selling an estimated $16.7K and leaving 12,914 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #157.

Root Financial Partners first reported a position in FNDF in Q2 2025 and has held it in 5 quarters since. 875 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Root Financial Partners held 12,914 shares of Schwab Fundamental International Large Company Index ETF worth $681K as of Q2 2026.
Root Financial Partners sold 317 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $16.7K.
Schwab Fundamental International Large Company Index ETF made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #157 holding.
Root Financial Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
875 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.