Sequoia Financial Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Sequoia Financial Advisors’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	$24.5M	Sell	464,688 -18,183	-4%	-$955K	0.12%	124
2026 Q1	$23.6M	Sell	482,871 -3,945	-0.8%	-$193K	0.13%	114
2025 Q4	$22M	Sell	486,816 -6,615	-1%	-$293K	0.12%	123
2025 Q3	$21.2M	Sell	493,431 -8,971	-2%	-$373K	0.13%	118
2025 Q2	$20.1M	Sell	502,402 -171,431	-25%	-$6.47M	0.14%	115
2025 Q1	$24.4M	Sell	673,833 -776,260	-54%	-$27.4M	0.19%	105
2024 Q4	$48.2M	Buy	1,450,093 +61,000	+4%	+$2.15M	0.46%	46
2024 Q3	$51.9M	Sell	1,389,093 -232	-0%	-$8.35K	0.56%	37
2024 Q2	$48.7M	Sell	1,389,325 -1,557	-0.1%	-$55.2K	0.59%	35
2024 Q1	$49.5M	Sell	1,390,882 -2,708,060	-66%	-$92M	0.62%	33
2023 Q4	$138M	Buy	4,098,942 +88,767	+2%	+$2.85M	1.71%	8
2023 Q3	$127M	Buy	4,010,175 +34,569	+0.9%	+$1.12M	2.23%	7
2023 Q2	$128M	Buy	3,975,606 +163,835	+4%	+$5.24M	2.2%	7
2023 Q1	$119M	Buy	3,811,771 +140,380	+4%	+$4.34M	2.65%	7
2022 Q4	$107M	Buy	3,671,391 +259,645	+8%	+$7.29M	2.62%	5
2022 Q3	$85.8M	Buy	3,411,746 +714,509	+26%	+$20M	2.7%	6
2022 Q2	$76.4M	Buy	2,697,237 +82,316	+3%	+$2.52M	2.16%	6
2022 Q1	$84.3M	Buy	2,614,921 +201,159	+8%	+$6.56M	2.11%	9
2021 Q4	$78.5M	Buy	2,413,762 +1,541,259	+177%	+$50.9M	2.14%	10
2021 Q3	$28.6M	Sell	872,503 -1,325,484	-60%	-$43.9M	2.91%	5
2021 Q2	$73.1M	Buy	+2,197,987	New	+$73.9M	2.67%	5
2019 Q4	–	Sell	-7,493	Closed	-$207K	–	386
2019 Q3	$207K	Sell	7,493 -1,440	-16%	-$39K	0.02%	335
2019 Q2	$249K	Sell	8,933 -352	-4%	-$9.74K	0.02%	306
2019 Q1	$256K	Sell	9,285 -44,326	-83%	-$1.2M	0.02%	303
2018 Q4	$1.35M	Sell	53,611 -1,127	-2%	-$30.9K	0.16%	85
2018 Q3	$1.64M	Sell	54,738 -254	-0.5%	-$7.55K	0.16%	87
2018 Q2	$1.62M	Hold	54,992	–	–	0.17%	85
2018 Q1	$1.65M	Sell	54,992 -1,075	-2%	-$33K	0.17%	84
2017 Q4	$1.7M	Sell	56,067 -156	-0.3%	-$4.72K	0.18%	85
2017 Q3	$1.68M	Sell	56,223 -148	-0.3%	-$4.29K	0.2%	81
2017 Q2	$1.58M	Sell	56,371 -395	-0.7%	-$10.9K	0.2%	87
2017 Q1	$1.52M	Sell	56,766 -6,202	-10%	-$162K	0.19%	85
2016 Q4	$1.58M	Sell	62,968 -8,717	-12%	-$219K	0.23%	75
2016 Q3	$1.81M	Sell	71,685 -304,629	-81%	-$7.5M	0.34%	52
2016 Q2	$8.93M	Sell	376,314 -1,750	-0.5%	-$41.9K	2.5%	7
2016 Q1	$8.95M	Buy	378,064 +90,777	+32%	+$2.05M	2.89%	7
2015 Q4	$6.84M	Buy	287,287 +43,380	+18%	+$1.08M	2.76%	7
2015 Q3	$5.79M	Buy	243,907 +57,607	+31%	+$1.48M	2.52%	8
2015 Q2	$4.98M	Buy	186,300 +47,956	+35%	+$1.33M	2.11%	9
2015 Q1	$3.68M	Buy	+138,344	New	+$3.64M	1.69%	11

Other funds holding FNDF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

AOI

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Sequoia Financial Advisors's FNDF Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 3.8% in Q2 2026, selling an estimated $955K and leaving 464,688 shares worth $24.5M. The position accounts for 0.12% of the portfolio, ranked #124.

Sequoia Financial Advisors first reported a position in FNDF in Q1 2015 and has held it in 40 quarters since. The position peaked at $138M in Q4 2023. 160 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Sequoia Financial Advisors held 464,688 shares of Schwab Fundamental International Large Company Index ETF worth $24.5M as of Q2 2026.
Sequoia Financial Advisors sold 18,183 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $955K.
Schwab Fundamental International Large Company Index ETF made up 0.12% of Sequoia Financial Advisors's portfolio in Q2 2026, its #124 holding.
Sequoia Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2015 and has held it in 40 quarters since.
Sequoia Financial Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $138M in Q4 2023.
160 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.