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 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 $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

Root Financial Partners's FNDF Position: Q1 2026 in Review

Root Financial Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 20% in Q1 2026, buying an estimated $109K and bringing the position to 13,231 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #136.

Root Financial Partners first reported a position in FNDF in Q2 2025 and has held it in 4 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Root Financial Partners held 13,231 shares of Schwab Fundamental International Large Company Index ETF worth $647K as of Q1 2026.
Root Financial Partners bought 2,233 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $109K.
Schwab Fundamental International Large Company Index ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #136 holding.
Root Financial Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.