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Summit Trail Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Summit Trail Advisors’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 		$482K Buy
+9,860
New +$483K 0.01% 1177

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

Summit Trail Advisors's FNDF Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2026: 9,860 shares worth $482K. The stake represents 0.01% of the portfolio and ranks #1177 among its holdings.

815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Summit Trail Advisors held 9,860 shares of Schwab Fundamental International Large Company Index ETF worth $482K as of Q1 2026.
  • Schwab Fundamental International Large Company Index ETF was a new Summit Trail Advisors position in Q1 2026.
  • Schwab Fundamental International Large Company Index ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1177 holding.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.