SWM
FNDF icon

SHP Wealth Management’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

SHP Wealth Management’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
Q1 		$60.9K Buy
+1,245
New +$61K ﹤0.01% 457

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SHP Wealth Management's FNDF Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2026: 1,245 shares worth $60.9K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

819 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • SHP Wealth Management held 1,245 shares of Schwab Fundamental International Large Company Index ETF worth $60.9K as of Q1 2026.
  • Schwab Fundamental International Large Company Index ETF was a new SHP Wealth Management position in Q1 2026.
  • Schwab Fundamental International Large Company Index ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #457 holding.
  • 819 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.