SFMG Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

SFMG Wealth 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	$300K	Buy	5,690 +14	+0.2%	+$736	0.02%	255
2026 Q1	$278K	Hold	5,676	–	–	0.02%	258
2025 Q4	$257K	Buy	+5,676	New	+$251K	0.02%	258
2021 Q3	–	Sell	-7,340	Closed	-$244K	–	264
2021 Q2	$244K	Buy	+7,340	New	+$247K	0.03%	222

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

SFMG Wealth Advisors's FNDF Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.25% in Q2 2026, buying an estimated $736 and bringing the position to 5,690 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #255.

SFMG Wealth Advisors first reported a position in FNDF in Q2 2021 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

SFMG Wealth Advisors held 5,690 shares of Schwab Fundamental International Large Company Index ETF worth $300K as of Q2 2026.
SFMG Wealth Advisors bought 14 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $736.
Schwab Fundamental International Large Company Index ETF made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #255 holding.
SFMG Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2021 and has held it in 4 quarters since.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.