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

SteelPeak 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 Q3	$1.46M	Sell	27,072 -681	-2%	-$37.1K	0.04%	275
2026 Q2	$1.46M	Buy	+27,753	New	+$1.46M	0.04%	266
2025 Q4	–	Sell	-10,104	Closed	-$434K	–	578
2025 Q3	$434K	Buy	+10,104	New	+$420K	0.01%	408

Other funds holding FNDF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

SteelPeak Wealth's FNDF Position: Q3 2026 in Review

SteelPeak Wealth reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.5% in Q3 2026, selling an estimated $37.1K and leaving 27,072 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #275.

SteelPeak Wealth first reported a position in FNDF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q2 2026. 249 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

SteelPeak Wealth held 27,072 shares of Schwab Fundamental International Large Company Index ETF worth $1.46M as of Q3 2026.
SteelPeak Wealth sold 681 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $37.1K.
Schwab Fundamental International Large Company Index ETF made up 0.04% of SteelPeak Wealth's portfolio in Q3 2026, its #275 holding.
SteelPeak Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2025 and has held it in 3 quarters since.
SteelPeak Wealth's Schwab Fundamental International Large Company Index ETF position peaked at $1.46M in Q2 2026.
249 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.