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 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

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

SteelPeak Wealth's FNDF Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026: 27,753 shares worth $1.46M. The stake represents 0.04% of the portfolio and ranks #266 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in FNDF as recently as Q3 2025.

SteelPeak Wealth first reported a position in FNDF in Q3 2025 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

SteelPeak Wealth held 27,753 shares of Schwab Fundamental International Large Company Index ETF worth $1.46M as of Q2 2026.
Schwab Fundamental International Large Company Index ETF was a new SteelPeak Wealth position in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #266 holding.
SteelPeak Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2025 and has held it in 2 quarters since.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.