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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
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

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stone Summit Wealth's FNDF Position: Q1 2026 in Review

Stone Summit Wealth reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.5% in Q1 2026, selling an estimated $20.9K and leaving 16,455 shares worth $805K. The position accounts for 0.22% of the portfolio, ranked #73.

Stone Summit Wealth first reported a position in FNDF in Q4 2021 and has held it in 18 quarters since. The position peaked at $866K in Q3 2024. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Stone Summit Wealth held 16,455 shares of Schwab Fundamental International Large Company Index ETF worth $805K as of Q1 2026.
  • Stone Summit Wealth sold 427 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $20.9K.
  • Schwab Fundamental International Large Company Index ETF made up 0.22% of Stone Summit Wealth's portfolio in Q1 2026, its #73 holding.
  • Stone Summit Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Schwab Fundamental International Large Company Index ETF position peaked at $866K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.