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

Sonoma Private 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 		$2.53M Buy
51,759
+46,152
+823% +$2.26M 3.12% 8
2025
Q4 		$253K Buy
+5,607
New +$248K 0.31% 65

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
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

Sonoma Private Wealth's FNDF Position: Q1 2026 in Review

Sonoma Private Wealth increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 823% in Q1 2026, buying an estimated $2.26M and bringing the position to 51,759 shares worth $2.53M. The position accounts for 3.12% of the portfolio, ranked #8.

Sonoma Private Wealth first reported a position in FNDF in Q4 2025 and has held it in 2 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Sonoma Private Wealth held 51,759 shares of Schwab Fundamental International Large Company Index ETF worth $2.53M as of Q1 2026.
  • Sonoma Private Wealth bought 46,152 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $2.26M.
  • Schwab Fundamental International Large Company Index ETF made up 3.12% of Sonoma Private Wealth's portfolio in Q1 2026, its #8 holding.
  • Sonoma Private Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.