Stokes Family Office’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Stokes Family Office’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	–	Sell	-16,369	Closed	-$801K	–	281
2026 Q1	$801K	Sell	16,369 -18,698	-53%	-$916K	0.08%	148
2025 Q4	$1.59M	Sell	35,067 -118,722	-77%	-$5.26M	0.15%	105
2025 Q3	$6.61M	Buy	+153,789	New	+$6.4M	0.63%	42

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

Stokes Family Office's FNDF Position: Q2 2026 in Review

Stokes Family Office sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026, closing a stake of 16,369 shares — an estimated $801K sold.

Stokes Family Office first reported a position in FNDF in Q3 2025 and held it in 3 quarters. The position peaked at $6.61M in Q3 2025. 877 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Stokes Family Office reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Stokes Family Office sold 16,369 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $801K.
Stokes Family Office first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2025 and held it in 3 quarters.
Stokes Family Office's Schwab Fundamental International Large Company Index ETF position peaked at $6.61M in Q3 2025.
877 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.