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
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 $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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SageView Advisory Group's FNDF Position: Q4 2025 in Review

SageView Advisory Group increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 3.3% in Q4 2025, buying an estimated $10.8K and bringing the position to 7,686 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #441.

SageView Advisory Group first reported a position in FNDF in Q4 2022 and has held it in 10 quarters since. The position peaked at $48.5M in Q1 2024. 769 funds tracked by Wall St. Rank hold FNDF as of Q4 2025.

SageView Advisory Group held 7,686 shares of Schwab Fundamental International Large Company Index ETF worth $347K as of Q4 2025.
SageView Advisory Group bought 245 Schwab Fundamental International Large Company Index ETF shares in Q4 2025, an estimated $10.8K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #441 holding.
SageView Advisory Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Schwab Fundamental International Large Company Index ETF position peaked at $48.5M in Q1 2024.
769 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.