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Simon Quick Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Simon Quick 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 		$211K Buy
+4,000
New +$210K 0.01% 400
2025
Q2 		– Sell
-5,999
Closed -$217K – 464
2025
Q1 		$217K Sell
5,999
-209
-3% -$7.38K 0.01% 534
2024
Q4 		$206K Hold
6,208
– – 0.01% 442
2024
Q3 		$232K Hold
6,208
– – 0.01% 376
2024
Q2 		$217K Buy
+6,208
New +$220K 0.02% 352

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Simon Quick Advisors's FNDF Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026: 4,000 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in FNDF as recently as Q1 2025.

Simon Quick Advisors first reported a position in FNDF in Q2 2024 and has held it in 5 quarters since. The position peaked at $232K in Q3 2024. 875 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • Simon Quick Advisors held 4,000 shares of Schwab Fundamental International Large Company Index ETF worth $211K as of Q2 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Simon Quick Advisors position in Q2 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #400 holding.
  • Simon Quick Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2024 and has held it in 5 quarters since.
  • Simon Quick Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $232K in Q3 2024.
  • 875 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.