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

Spire Wealth Management’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	$55.8K	Buy	1,057 +3	+0.3%	+$158	﹤0.01%	1154
2026 Q1	$51.6K	Sell	1,054 -212	-17%	-$10.4K	﹤0.01%	1165
2025 Q4	$57.2K	Buy	1,266 +235	+23%	+$10.4K	﹤0.01%	1139
2025 Q3	$44.3K	Sell	1,031 -103	-9%	-$4.28K	﹤0.01%	1277
2025 Q2	$45.4K	Buy	1,134 +273	+32%	+$10.3K	﹤0.01%	1233
2025 Q1	$31.1K	Hold	861	–	–	﹤0.01%	1453
2024 Q4	$28.6K	Buy	861 +619	+256%	+$21.9K	﹤0.01%	1496
2024 Q3	$9.03K	Sell	242 -747	-76%	-$26.9K	﹤0.01%	1660
2024 Q2	$34.6K	Sell	989 -12,536	-93%	-$445K	﹤0.01%	1244
2024 Q1	$482K	Buy	13,525 +630	+5%	+$21.4K	0.01%	521
2023 Q4	$424K	Sell	12,895 -1,689	-12%	-$54.1K	0.01%	556
2023 Q3	$462K	Buy	14,584 +4,165	+40%	+$135K	0.02%	493
2023 Q2	$336K	Sell	10,419 -1,721	-14%	-$55K	0.01%	587
2023 Q1	$380K	Buy	12,140 +448	+4%	+$13.9K	0.01%	559
2022 Q4	$340K	Buy	11,692 +4,867	+71%	+$137K	0.02%	433
2022 Q3	$172K	Sell	6,825 -688	-9%	-$19.2K	0.01%	571
2022 Q2	$213K	Sell	7,513 -15,537	-67%	-$476K	0.01%	747
2022 Q1	$815K	Buy	23,050 +17,238	+297%	+$562K	0.02%	436
2021 Q4	$189K	Sell	5,812 -616	-10%	-$20.3K	﹤0.01%	1121
2021 Q3	$211K	Sell	6,428 -3,013	-32%	-$99.9K	0.01%	894
2021 Q2	$314K	Buy	9,441 +4,197	+80%	+$141K	0.01%	756
2021 Q1	$168K	Buy	+5,244	New	+$164K	﹤0.01%	1141

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

Spire Wealth Management's FNDF Position: Q2 2026 in Review

Spire Wealth Management increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 0.28% in Q2 2026, buying an estimated $158 and bringing the position to 1,057 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Spire Wealth Management first reported a position in FNDF in Q1 2021 and has held it in 22 quarters since. The position peaked at $815K in Q1 2022. 877 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Spire Wealth Management held 1,057 shares of Schwab Fundamental International Large Company Index ETF worth $55.8K as of Q2 2026.
Spire Wealth Management bought 3 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $158.
Schwab Fundamental International Large Company Index ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1154 holding.
Spire Wealth Management first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Schwab Fundamental International Large Company Index ETF position peaked at $815K in Q1 2022.
877 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.