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

Stone Summit 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 		$872K Sell
16,224
-231
-1% -$12.6K 0.24% 71
2026
Q2 		$868K Hold
16,455
– – 0.22% 72
2026
Q1 		$805K Sell
16,455
-427
-3% -$20.9K 0.22% 73
2025
Q4 		$763K Sell
16,882
-1,670
-9% -$74K 0.21% 75
2025
Q3 		$797K Sell
18,552
-2,588
-12% -$108K 0.23% 75
2025
Q2 		$846K Sell
21,140
-1,772
-8% -$66.8K 0.26% 77
2025
Q1 		$828K Sell
22,912
-138
-0.6% -$4.87K 0.28% 76
2024
Q4 		$765K Sell
23,050
-126
-0.5% -$4.45K 0.26% 77
2024
Q3 		$866K Sell
23,176
-914
-4% -$32.9K 0.28% 78
2024
Q2 		$844K Sell
24,090
-94
-0.4% -$3.33K 0.3% 73
2024
Q1 		$861K Buy
24,184
+2,706
+13% +$91.9K 0.3% 75
2023
Q4 		$724K Sell
21,478
-369
-2% -$11.8K 0.28% 79
2023
Q3 		$692K Sell
21,847
-133
-0.6% -$4.31K 0.3% 83
2023
Q2 		$710K Buy
21,980
+231
+1% +$7.39K 0.29% 80
2023
Q1 		$680K Buy
21,749
+235
+1% +$7.27K 0.3% 79
2022
Q4 		$625K Buy
21,514
+790
+4% +$22.2K 0.31% 80
2022
Q3 		$521K Sell
20,724
-431
-2% -$12.1K 0.32% 79
2022
Q2 		$599K Buy
21,155
+4,611
+28% +$141K 0.36% 71
2022
Q1 		$537K Sell
16,544
-241
-1% -$7.86K 0.3% 79
2021
Q4 		$545K Buy
+16,785
New +$554K 0.44% 69

Other funds holding FNDF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
SWA
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Stone Summit Wealth's FNDF Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 1.4% in Q3 2026, selling an estimated $12.6K and leaving 16,224 shares worth $872K. The position accounts for 0.24% of the portfolio, ranked #71.

Stone Summit Wealth first reported a position in FNDF in Q4 2021 and has held it in 20 quarters since. 218 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

  • Stone Summit Wealth held 16,224 shares of Schwab Fundamental International Large Company Index ETF worth $872K as of Q3 2026.
  • Stone Summit Wealth sold 231 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $12.6K.
  • Schwab Fundamental International Large Company Index ETF made up 0.24% of Stone Summit Wealth's portfolio in Q3 2026, its #71 holding.
  • Stone Summit Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and has held it in 20 quarters since.
  • 218 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.