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

Simplicity Wealth’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	$274K	Buy	5,594 +1,085	+24%	+$53.1K	0.02%	624
2025 Q4	$204K	Sell	4,509 -544	-11%	-$24.1K	0.01%	672
2025 Q3	$217K	Sell	5,053 -23,617	-82%	-$982K	0.01%	655
2025 Q2	$1.15M	Buy	28,670 +15,404	+116%	+$581K	0.05%	306
2025 Q1	$479K	Buy	+13,266	New	+$468K	0.04%	351
2024 Q4	–	Sell	-13,277	Closed	-$496K	–	404
2024 Q3	$496K	Buy	13,277 +1,868	+16%	+$67.3K	0.05%	292
2024 Q2	$400K	Buy	11,409 +898	+9%	+$31.9K	0.01%	845
2024 Q1	$374K	Buy	+10,511	New	+$357K	0.01%	842

Other funds holding FNDF

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $15.4B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplicity Wealth's FNDF Position: Q1 2026 in Review

Simplicity Wealth increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 24% in Q1 2026, buying an estimated $53.1K and bringing the position to 5,594 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #624.

Simplicity Wealth first reported a position in FNDF in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q2 2025. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Simplicity Wealth held 5,594 shares of Schwab Fundamental International Large Company Index ETF worth $274K as of Q1 2026.
Simplicity Wealth bought 1,085 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $53.1K.
Schwab Fundamental International Large Company Index ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #624 holding.
Simplicity Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Schwab Fundamental International Large Company Index ETF position peaked at $1.15M in Q2 2025.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.