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 Q2	$2.13M	Buy	40,439 +34,845	+623%	+$1.83M	0.07%	264
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 $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

Simplicity Wealth's FNDF Position: Q2 2026 in Review

Simplicity Wealth increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 623% in Q2 2026, buying an estimated $1.83M and bringing the position to 40,439 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #264.

Simplicity Wealth first reported a position in FNDF in Q1 2024 and has held it in 9 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Simplicity Wealth held 40,439 shares of Schwab Fundamental International Large Company Index ETF worth $2.13M as of Q2 2026.
Simplicity Wealth bought 34,845 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $1.83M.
Schwab Fundamental International Large Company Index ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #264 holding.
Simplicity Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2024 and has held it in 9 quarters since.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.