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 Q3	$932K	Buy	17,331 +4,417	+34%	+$241K	0.03%	147
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Nadler Financial Group Deerfield, Illinois $1.2B AUM 14.84% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Root Financial Partners's FNDF Position: Q3 2026 in Review

Root Financial Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 34% in Q3 2026, buying an estimated $241K and bringing the position to 17,331 shares worth $932K. The position accounts for 0.03% of the portfolio, ranked #147.

Root Financial Partners first reported a position in FNDF in Q2 2025 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

Root Financial Partners held 17,331 shares of Schwab Fundamental International Large Company Index ETF worth $932K as of Q3 2026.
Root Financial Partners bought 4,417 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $241K.
Schwab Fundamental International Large Company Index ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #147 holding.
Root Financial Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 6 quarters since.
411 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.