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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
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 $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 $15.4B AUM 21.7% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simon Quick Advisors's FNDF Position: Q2 2025 in Review

Simon Quick Advisors sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2025, closing a stake of 5,999 shares — an estimated $217K sold.

Simon Quick Advisors first reported a position in FNDF in Q2 2024 and held it in 4 quarters. The position peaked at $232K in Q3 2024. 661 funds tracked by Wall St. Rank hold FNDF as of Q2 2025.

  • Simon Quick Advisors reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 5,999 Schwab Fundamental International Large Company Index ETF shares in Q2 2025, an estimated $217K.
  • Simon Quick Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2024 and held it in 4 quarters.
  • Simon Quick Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $232K in Q3 2024.
  • 661 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.