Sowell Financial Services’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Sowell Financial Services’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	$6.29M	Buy	119,139 +36,147	+44%	+$1.9M	0.21%	109
2026 Q1	$4.06M	Buy	82,992 +38,896	+88%	+$1.91M	0.15%	147
2025 Q4	$1.99M	Buy	+44,096	New	+$1.95M	0.07%	280
2024 Q2	–	Sell	-52,657	Closed	-$1.88M	–	537
2024 Q1	$1.88M	Sell	52,657 -2,848	-5%	-$96.7K	0.09%	245
2023 Q4	$1.87M	Buy	55,505 +1,708	+3%	+$54.7K	0.1%	224
2023 Q3	$1.7M	Sell	53,797 -531	-1%	-$17.2K	0.11%	218
2023 Q2	$1.75M	Buy	+54,328	New	+$1.74M	0.1%	238
2023 Q1	–	Sell	-49,043	Closed	-$1.43M	–	784
2022 Q4	$1.43M	Buy	+49,043	New	+$1.38M	0.09%	244
2022 Q2	–	Sell	-136,412	Closed	-$8.12M	–	303
2022 Q1	$8.12M	Buy	+136,412	New	+$4.45M	1.42%	15
2021 Q1	–	Sell	-101	Closed	-$3K	–	3158
2020 Q4	$3K	Hold	101	–	–	﹤0.01%	2392
2020 Q3	$2K	Hold	101	–	–	﹤0.01%	2215
2020 Q2	$2K	Sell	101 -52	-34%	-$1.17K	﹤0.01%	2148
2020 Q1	$3K	Sell	153 -168	-52%	-$4.34K	﹤0.01%	1979
2019 Q4	$9K	Sell	321 -9	-3%	-$256	﹤0.01%	1713
2019 Q3	$9K	Buy	+330	New	+$8.95K	﹤0.01%	1557

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

Sowell Financial Services's FNDF Position: Q2 2026 in Review

Sowell Financial Services increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 44% in Q2 2026, buying an estimated $1.9M and bringing the position to 119,139 shares worth $6.29M. The position accounts for 0.21% of the portfolio, ranked #109.

Sowell Financial Services first reported a position in FNDF in Q3 2019 and has held it in 15 quarters since. The position peaked at $8.12M in Q1 2022. 868 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Sowell Financial Services held 119,139 shares of Schwab Fundamental International Large Company Index ETF worth $6.29M as of Q2 2026.
Sowell Financial Services bought 36,147 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $1.9M.
Schwab Fundamental International Large Company Index ETF made up 0.21% of Sowell Financial Services's portfolio in Q2 2026, its #109 holding.
Sowell Financial Services first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2019 and has held it in 15 quarters since.
Sowell Financial Services's Schwab Fundamental International Large Company Index ETF position peaked at $8.12M in Q1 2022.
868 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.