SageView Advisory Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

SageView Advisory Group’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	$327K	Sell	6,203 -176	-3%	-$9.25K	0.01%	473
2026 Q1	$312K	Sell	6,379 -1,307	-17%	-$64K	0.01%	462
2025 Q4	$347K	Buy	7,686 +245	+3%	+$10.8K	0.01%	441
2025 Q3	$320K	Buy	7,441 +1,802	+32%	+$74.9K	0.01%	496
2025 Q2	$230K	Buy	+5,639	New	+$213K	0.01%	566
2024 Q3	–	Sell	-199,084	Closed	-$6.97M	–	529
2024 Q2	$6.97M	Sell	199,084 -1,155,814	-85%	-$41M	0.32%	41
2024 Q1	$48.5M	Buy	1,354,898 +1,124,143	+487%	+$38.2M	2.45%	8
2023 Q4	$7.72M	Buy	230,755 +218,377	+1,764%	+$7M	0.33%	43
2023 Q3	$392K	Sell	12,378 -7,397	-37%	-$240K	0.02%	368
2023 Q2	$639K	Sell	19,775 -4,391	-18%	-$140K	0.04%	306
2023 Q1	$756K	Sell	24,166 -8,906	-27%	-$276K	0.05%	250
2022 Q4	$961K	Buy	+33,072	New	+$929K	0.08%	160

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

SageView Advisory Group's FNDF Position: Q2 2026 in Review

SageView Advisory Group reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.8% in Q2 2026, selling an estimated $9.25K and leaving 6,203 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #473.

SageView Advisory Group first reported a position in FNDF in Q4 2022 and has held it in 12 quarters since. The position peaked at $48.5M in Q1 2024. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

SageView Advisory Group held 6,203 shares of Schwab Fundamental International Large Company Index ETF worth $327K as of Q2 2026.
SageView Advisory Group sold 176 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $9.25K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #473 holding.
SageView Advisory Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Schwab Fundamental International Large Company Index ETF position peaked at $48.5M in Q1 2024.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.