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 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

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

Stone Summit Wealth's FNDF Position: Q2 2026 in Review

Stone Summit Wealth held its Schwab Fundamental International Large Company Index ETF (FNDF) position steady in Q2 2026 at 16,455 shares worth $868K. The position accounts for 0.22% of the portfolio, ranked #72.

Stone Summit Wealth first reported a position in FNDF in Q4 2021 and has held it in 19 quarters since. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Stone Summit Wealth held 16,455 shares of Schwab Fundamental International Large Company Index ETF worth $868K as of Q2 2026.
Stone Summit Wealth left its Schwab Fundamental International Large Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental International Large Company Index ETF made up 0.22% of Stone Summit Wealth's portfolio in Q2 2026, its #72 holding.
Stone Summit Wealth first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and has held it in 19 quarters since.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.